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 | $59,489 | $61,774-3.7% | $97,226-38.8% | $80,856-26.4% |
| Participation rate | 60.3% | 63.5%-3.2pp | 72.7%-12.4pp | 67.6%-7.3pp |
| Annual return | 13.70% | -557.90%+571.6pp | 75.13%-61.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,987 | $1,837+8.2% | $2,729-27.2% | $2,755-27.9% |
| Participant deferral / active EE | $3,993 | $3,029+31.8% | $4,264-6.4% | $4,296-7.1% |
| Admin fee / account holder | $22,604 | $5,166+337.5% | $5,654+299.8% | $6,918+226.7% |