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 | $63,914 | $49,227+29.8% | $70,449-9.3% | $79,858-20.0% |
| Participation rate | 57.1% | 69.2%-12.0pp | 75.1%-17.9pp | 69.6%-12.5pp |
| Annual return | 13.63% | 30.06%-16.4pp | 109.03%-95.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,122 | $2,099-46.5% | $2,737-59.0% | $2,471-54.6% |
| Participant deferral / active EE | $2,779 | $2,768+0.4% | $3,709-25.1% | $3,740-25.7% |
| Admin fee / account holder | $8,372 | $2,878+190.9% | $3,845+117.7% | $5,306+57.8% |