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 | $67,148 | $77,314-13.1% | $177,989-62.3% | $80,856-17.0% |
| Participation rate | 56.7% | 65.7%-9.0pp | 77.1%-20.4pp | 67.6%-10.9pp |
| Annual return | 11.69% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,732 | $2,292+62.8% | $3,949-5.5% | $2,755+35.5% |
| Participant deferral / active EE | $4,765 | $4,411+8.0% | $6,276-24.1% | $4,296+10.9% |
| Admin fee / account holder | $6,990 | $7,191-2.8% | $10,363-32.6% | $6,918+1.0% |