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 | $61,593 | $64,839-5.0% | $95,585-35.6% | $84,808-27.4% |
| Participation rate | 35.2% | 63.8%-28.6pp | 72.1%-36.9pp | 68.3%-33.1pp |
| Annual return | 16.19% | -670.96%+687.2pp | 38.56%-22.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,686 | $1,759+52.7% | $2,527+6.3% | $2,631+2.1% |
| Participant deferral / active EE | $1,357 | $2,965-54.2% | $4,023-66.3% | $4,212-67.8% |
| Admin fee / account holder | $1,311 | $5,964-78.0% | $6,127-78.6% | $7,344-82.1% |