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 | $60,358 | $117,841-48.8% | $102,423-41.1% | $145,922-58.6% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 16.60% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,500 | $3,615-58.5% | $3,023-50.4% | $4,660-67.8% |
| Participant deferral / active EE | $1,928 | $5,731-66.4% | $5,053-61.8% | $6,688-71.2% |
| Admin fee / account holder | $798 | $13,326-94.0% | $9,451-91.6% | $13,397-94.0% |