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 | $70,932 | $51,175+38.6% | $70,515+0.6% | $75,163-5.6% |
| Participation rate | 59.3% | 60.9%-1.7pp | 68.3%-9.1pp | 67.2%-7.9pp |
| Annual return | 14.09% | 30.02%-15.9pp | 32.77%-18.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,220 | $1,826-33.2% | $2,973-59.0% | $2,670-54.3% |
| Participant deferral / active EE | $1,663 | $2,849-41.6% | $4,567-63.6% | $4,125-59.7% |
| Admin fee / account holder | $866 | $4,091-78.8% | $6,412-86.5% | $5,651-84.7% |