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 | $66,786 | $58,694+13.8% | $142,863-53.3% | $85,850-22.2% |
| Participation rate | 53.1% | 58.5%-5.4pp | 71.9%-18.9pp | 69.3%-16.3pp |
| Annual return | 14.57% | 27.72%-13.2pp | 5637.54%-5623.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $404 | $1,423-71.6% | $4,144-90.2% | $2,565-84.2% |
| Participant deferral / active EE | $1,461 | $2,607-43.9% | $3,837-61.9% | $3,952-63.0% |
| Admin fee / account holder | $3,439 | $4,239-18.9% | $6,560-47.6% | $6,260-45.1% |