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 | $66,691 | $60,892+9.5% | $82,389-19.1% | $84,808-21.4% |
| Participation rate | 62.5% | 63.3%-0.8pp | 69.5%-7.0pp | 68.3%-5.8pp |
| Annual return | 17.17% | 37.29%-20.1pp | 28.67%-11.5pp | 40.90%-23.7pp |
| Employer contribution / active EE | $770 | $1,779-56.7% | $2,517-69.4% | $2,631-70.8% |
| Participant deferral / active EE | $2,842 | $3,179-10.6% | $4,155-31.6% | $4,212-32.5% |
| Admin fee / account holder | $2,190 | $5,467-59.9% | $7,231-69.7% | $7,344-70.2% |