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 | $61,438 | $77,899-21.1% | $149,673-59.0% | $75,163-18.3% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.2pp | 67.2%-1.7pp |
| Annual return | 17.83% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,187 | $3,137-30.3% | $4,818-54.6% | $2,670-18.1% |
| Participant deferral / active EE | $1,694 | $3,411-50.4% | $5,680-70.2% | $4,125-58.9% |
| Admin fee / account holder | $354 | $5,956-94.1% | $13,210-97.3% | $5,651-93.7% |