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 | $47,600 | $54,573-12.8% | $90,951-47.7% | $73,488-35.2% |
| Participation rate | 61.5% | 61.2%+0.4pp | 69.0%-7.5pp | 70.7%-9.1pp |
| Annual return | 31.24% | 16.69%+14.6pp | 134.60%-103.4pp | 28.51%+2.7pp |
| Employer contribution / active EE | $286 | $991-71.2% | $2,122-86.5% | $2,270-87.4% |
| Participant deferral / active EE | $2,834 | $2,517+12.6% | $3,373-16.0% | $3,740-24.2% |
| Admin fee / account holder | $2,558 | $521+390.6% | $5,959-57.1% | $513+398.6% |