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 | $65,830 | $50,637+30.0% | $86,590-24.0% | $62,292+5.7% |
| Participation rate | 63.0% | 67.9%-4.9pp | 73.5%-10.5pp | 69.5%-6.5pp |
| Annual return | 16.10% | 20.80%-4.7pp | 964.84%-948.7pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,049 | $2,075-49.5% | $2,839-63.1% | $2,042-48.7% |
| Participant deferral / active EE | $1,557 | $2,611-40.4% | $3,609-56.9% | $3,169-50.9% |
| Admin fee / account holder | $4,770 | $413+1054.1% | $4,906-2.8% | $479+895.0% |