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 | $66,364 | $48,364+37.2% | $71,796-7.6% | $62,891+5.5% |
| Participation rate | 55.6% | 60.6%-5.1pp | 69.1%-13.6pp | 69.3%-13.8pp |
| Annual return | 7.49% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $202 | $1,042-80.6% | $1,924-89.5% | $2,281-91.1% |
| Participant deferral / active EE | $2,196 | $2,091+5.0% | $2,794-21.4% | $3,203-31.4% |
| Admin fee / account holder | $1,760 | $3,771-53.3% | $4,815-63.5% | $4,296-59.0% |