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 | $58,400 | $57,016+2.4% | $84,966-31.3% | $80,856-27.8% |
| Participation rate | 41.7% | 56.3%-14.7pp | 67.5%-25.8pp | 67.6%-26.0pp |
| Annual return | 11.15% | 21.66%-10.5pp | 66.38%-55.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,113 | $1,798-38.1% | $2,727-59.2% | $2,755-59.6% |
| Participant deferral / active EE | $2,001 | $3,110-35.6% | $4,519-55.7% | $4,296-53.4% |
| Admin fee / account holder | $1,384 | $4,980-72.2% | $6,149-77.5% | $6,918-80.0% |