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 | $59,416 | $64,324-7.6% | $118,925-50.0% | $79,858-25.6% |
| Participation rate | 57.1% | 64.9%-7.7pp | 75.4%-18.2pp | 69.6%-12.5pp |
| Annual return | 10.35% | 86.45%-76.1pp | 35.88%-25.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,593 | $1,836-13.2% | $3,263-51.2% | $2,471-35.5% |
| Participant deferral / active EE | $2,633 | $2,824-6.7% | $4,265-38.3% | $3,740-29.6% |
| Admin fee / account holder | $16,957 | $4,040+319.7% | $6,581+157.7% | $5,306+219.6% |