See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,041 | $57,541+2.6% | $95,745-38.3% | $75,163-21.5% |
| Participation rate | 64.7% | 62.5%+2.2pp | 72.3%-7.6pp | 67.2%-2.5pp |
| Annual return | 21.40% | 34.93%-13.5pp | 28.35%-6.9pp | 160.62%-139.2pp |
| Employer contribution / active EE | $347 | $1,808-80.8% | $2,835-87.8% | $2,670-87.0% |
| Participant deferral / active EE | $1,448 | $3,074-52.9% | $4,245-65.9% | $4,125-64.9% |
| Admin fee / account holder | $1,463 | $4,099-64.3% | $5,678-74.2% | $5,651-74.1% |