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 | $66,505 | $46,553+42.9% | $64,056+3.8% | $75,163-11.5% |
| Participation rate | 55.7% | 65.9%-10.2pp | 72.3%-16.6pp | 67.2%-11.5pp |
| Annual return | 15.76% | 26.03%-10.3pp | 33.69%-17.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,073 | $2,837-62.2% | $3,880-72.3% | $4,125-74.0% |
| Admin fee / account holder | $2,448 | $2,952-17.1% | $3,068-20.2% | $5,651-56.7% |