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 | $62,325 | $70,669-11.8% | $169,368-63.2% | $75,163-17.1% |
| Participation rate | 62.3% | 64.8%-2.5pp | 77.1%-14.8pp | 67.2%-4.9pp |
| Annual return | 17.59% | 36.36%-18.8pp | 405.60%-388.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,699 | $2,211-23.1% | $4,013-57.7% | $2,670-36.4% |
| Participant deferral / active EE | $4,623 | $4,311+7.3% | $6,221-25.7% | $4,125+12.1% |
| Admin fee / account holder | $1,126 | $5,402-79.2% | $9,003-87.5% | $5,651-80.1% |