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 | $62,119 | $63,346-1.9% | $92,233-32.7% | $70,131-11.4% |
| Participation rate | 60.9% | 68.7%-7.8pp | 76.5%-15.6pp | 69.5%-8.7pp |
| Annual return | 20.83% | 530.12%-509.3pp | 176.28%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,524 | $2,471-38.3% | $3,679-58.6% | $2,342-34.9% |
| Participant deferral / active EE | $3,070 | $2,854+7.6% | $3,897-21.2% | $3,332-7.9% |
| Admin fee / account holder | $5,325 | $3,840+38.7% | $5,194+2.5% | $4,645+14.6% |