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 | $63,839 | $80,968-21.2% | $96,544-33.9% | $75,163-15.1% |
| Participation rate | 60.4% | 71.8%-11.4pp | 76.0%-15.5pp | 67.2%-6.8pp |
| Annual return | 18.21% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,139 | $2,282-50.1% | $2,965-61.6% | $2,670-57.3% |
| Participant deferral / active EE | $1,899 | $3,928-51.7% | $4,851-60.9% | $4,125-54.0% |
| Admin fee / account holder | $400 | $6,724-94.1% | $8,252-95.2% | $5,651-92.9% |