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 | $65,696 | $65,409+0.4% | $98,442-33.3% | $85,850-23.5% |
| Participation rate | 62.1% | 65.0%-2.9pp | 73.3%-11.3pp | 69.3%-7.2pp |
| Annual return | 15.18% | 21.76%-6.6pp | 1492.73%-1477.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $207 | $2,168-90.5% | $2,960-93.0% | $2,565-91.9% |
| Participant deferral / active EE | $1,969 | $3,166-37.8% | $4,276-54.0% | $3,952-50.2% |
| Admin fee / account holder | $1,484 | $4,593-67.7% | $5,949-75.0% | $6,260-76.3% |