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 | $59,789 | $70,428-15.1% | $96,562-38.1% | $85,850-30.4% |
| Participation rate | 61.0% | 61.8%-0.8pp | 69.8%-8.8pp | 69.3%-8.3pp |
| Annual return | 15.17% | 18.59%-3.4pp | 37.78%-22.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,629 | $1,413+15.3% | $2,356-30.9% | $2,565-36.5% |
| Participant deferral / active EE | $3,364 | $2,894+16.2% | $3,849-12.6% | $3,952-14.9% |
| Admin fee / account holder | $2,168 | $4,997-56.6% | $6,181-64.9% | $6,260-65.4% |