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 | $57,029 | $65,409-12.8% | $98,442-42.1% | $85,850-33.6% |
| Participation rate | 66.1% | 65.0%+1.1pp | 73.3%-7.3pp | 69.3%-3.2pp |
| Annual return | 14.29% | 21.76%-7.5pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,232 | $2,168+49.1% | $2,960+9.2% | $2,565+26.0% |
| Participant deferral / active EE | $3,985 | $3,166+25.9% | $4,276-6.8% | $3,952+0.8% |
| Admin fee / account holder | $5,449 | $4,593+18.7% | $5,949-8.4% | $6,260-12.9% |