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 | $62,215 | $86,944-28.4% | $107,525-42.1% | $74,304-16.3% |
| Participation rate | 61.1% | 59.6%+1.6pp | 75.1%-14.0pp | 60.3%+0.8pp |
| Annual return | 17.11% | 23.52%-6.4pp | 181.32%-164.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,078 | $2,757-60.9% | $3,754-71.3% | $2,241-51.9% |
| Participant deferral / active EE | $3,211 | $3,554-9.7% | $5,116-37.2% | $3,767-14.8% |
| Admin fee / account holder | $4,399 | $3,727+18.1% | $8,919-50.7% | $2,969+48.2% |