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 | $69,002 | $65,041+6.1% | $90,951-24.1% | $79,858-13.6% |
| Participation rate | 52.4% | 61.6%-9.2pp | 69.0%-16.6pp | 69.6%-17.3pp |
| Annual return | 24.25% | 30.45%-6.2pp | 134.60%-110.3pp | 31.71%-7.5pp |
| Employer contribution / active EE | $304 | $1,247-75.6% | $2,122-85.7% | $2,471-87.7% |
| Participant deferral / active EE | $2,154 | $2,512-14.3% | $3,373-36.2% | $3,740-42.4% |
| Admin fee / account holder | $4,842 | $4,536+6.7% | $5,959-18.7% | $5,306-8.7% |