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 | $68,824 | $78,672-12.5% | $109,143-36.9% | $85,850-19.8% |
| Participation rate | 67.6% | 68.3%-0.7pp | 75.9%-8.3pp | 69.3%-1.7pp |
| Annual return | 15.33% | 25.09%-9.8pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,342 | $2,735-50.9% | $3,722-63.9% | $2,565-47.7% |
| Participant deferral / active EE | $2,160 | $3,467-37.7% | $4,653-53.6% | $3,952-45.3% |
| Admin fee / account holder | $1,667 | $5,469-69.5% | $6,752-75.3% | $6,260-73.4% |