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 | $60,999 | $65,365-6.7% | $92,893-34.3% | $72,985-16.4% |
| Participation rate | 52.5% | 68.3%-15.8pp | 76.0%-23.5pp | 69.5%-17.0pp |
| Annual return | 27.36% | 42.10%-14.7pp | 109.41%-82.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $1,276 | $2,594-50.8% | $3,653-65.1% | $2,440-47.7% |
| Participant deferral / active EE | $3,610 | $3,128+15.4% | $4,236-14.8% | $3,607+0.1% |
| Admin fee / account holder | $375 | $4,251-91.2% | $5,794-93.5% | $5,124-92.7% |