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 | $58,637 | $80,717-27.4% | $154,803-62.1% | $84,808-30.9% |
| Participation rate | 59.5% | 66.8%-7.4pp | 78.1%-18.6pp | 68.3%-8.9pp |
| Annual return | 15.10% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,094 | $2,761-60.4% | $4,305-74.6% | $2,631-58.4% |
| Participant deferral / active EE | $3,000 | $3,303-9.2% | $5,540-45.8% | $4,212-28.8% |
| Admin fee / account holder | $1,317 | $6,746-80.5% | $14,329-90.8% | $7,344-82.1% |