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 | $57,099 | $70,428-18.9% | $96,562-40.9% | $85,850-33.5% |
| Participation rate | 62.0% | 61.8%+0.2pp | 69.8%-7.8pp | 69.3%-7.3pp |
| Annual return | 12.86% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $645 | $1,413-54.3% | $2,356-72.6% | $2,565-74.8% |
| Participant deferral / active EE | $3,040 | $2,894+5.0% | $3,849-21.0% | $3,952-23.1% |
| Admin fee / account holder | $2,340 | $4,997-53.2% | $6,181-62.1% | $6,260-62.6% |