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 | $57,852 | $49,922+15.9% | $80,569-28.2% | $75,163-23.0% |
| Participation rate | 55.2% | 55.3%-0.1pp | 67.0%-11.8pp | 67.2%-12.0pp |
| Annual return | 27.09% | 34.69%-7.6pp | 935.43%-908.3pp | 160.62%-133.5pp |
| Employer contribution / active EE | $1,522 | $1,698-10.4% | $2,723-44.1% | $2,670-43.0% |
| Participant deferral / active EE | $2,454 | $2,990-17.9% | $4,447-44.8% | $4,125-40.5% |
| Admin fee / account holder | $1,482 | $3,577-58.6% | $5,377-72.4% | $5,651-73.8% |