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 | $63,798 | $81,625-21.8% | $167,512-61.9% | $74,304-14.1% |
| Participation rate | 69.5% | 60.0%+9.5pp | 77.1%-7.6pp | 60.3%+9.1pp |
| Annual return | 14.99% | 26.09%-11.1pp | 1615.79%-1600.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,201 | $2,010+9.5% | $3,882-43.3% | $2,241-1.8% |
| Participant deferral / active EE | $4,306 | $4,115+4.7% | $6,405-32.8% | $3,767+14.3% |
| Admin fee / account holder | $7,520 | $3,474+116.4% | $9,769-23.0% | $2,969+153.3% |