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 | $54,793 | $49,227+11.3% | $70,449-22.2% | $79,858-31.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 14.04% | 30.06%-16.0pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,243 | $2,099-40.8% | $2,737-54.6% | $2,471-49.7% |
| Participant deferral / active EE | $2,095 | $2,768-24.3% | $3,709-43.5% | $3,740-44.0% |
| Admin fee / account holder | $8,260 | $2,878+187.0% | $3,845+114.8% | $5,306+55.7% |