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 | $62,404 | $87,013-28.3% | $106,213-41.2% | $80,856-22.8% |
| Participation rate | 63.4% | 70.4%-7.0pp | 75.3%-11.9pp | 67.6%-4.2pp |
| Annual return | 12.27% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,559 | $2,395-34.9% | $3,171-50.8% | $2,755-43.4% |
| Participant deferral / active EE | $3,022 | $3,986-24.2% | $5,016-39.7% | $4,296-29.6% |
| Admin fee / account holder | $29,659 | $8,431+251.8% | $11,033+168.8% | $6,918+328.7% |