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 7-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 | $60,660 | $56,053+8.2% | $75,972-20.2% | $80,856-25.0% |
| Participation rate | 32.1% | 62.0%-29.9pp | 69.1%-37.0pp | 67.6%-35.5pp |
| Annual return | 14.36% | 20.53%-6.2pp | 359.55%-345.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,069 | $1,874-42.9% | $2,685-60.2% | $2,755-61.2% |
| Participant deferral / active EE | $1,910 | $3,052-37.4% | $4,255-55.1% | $4,296-55.5% |
| Admin fee / account holder | $1,954 | $5,234-62.7% | $6,467-69.8% | $6,918-71.8% |