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 | $71,381 | $86,944-17.9% | $107,525-33.6% | $74,304-3.9% |
| Participation rate | 60.9% | 59.6%+1.3pp | 75.1%-14.2pp | 60.3%+0.5pp |
| Annual return | 21.15% | 23.52%-2.4pp | 181.32%-160.2pp | 29.43%-8.3pp |
| Employer contribution / active EE | $5,583 | $2,757+102.5% | $3,754+48.7% | $2,241+149.1% |
| Participant deferral / active EE | $3,702 | $3,554+4.2% | $5,116-27.6% | $3,767-1.7% |
| Admin fee / account holder | $6,205 | $3,727+66.5% | $8,919-30.4% | $2,969+109.0% |