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 | $68,348 | $64,839+5.4% | $95,585-28.5% | $84,808-19.4% |
| Participation rate | 68.6% | 63.8%+4.8pp | 72.1%-3.4pp | 68.3%+0.3pp |
| Annual return | 13.49% | -670.96%+684.4pp | 38.56%-25.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $489 | $1,759-72.2% | $2,527-80.7% | $2,631-81.4% |
| Participant deferral / active EE | $2,565 | $2,965-13.5% | $4,023-36.2% | $4,212-39.1% |
| Admin fee / account holder | $8,023 | $5,964+34.5% | $6,127+30.9% | $7,344+9.3% |