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 | $57,397 | $45,035+27.5% | $62,995-8.9% | $70,131-18.2% |
| Participation rate | 54.8% | 69.5%-14.7pp | 74.8%-20.0pp | 69.5%-14.7pp |
| Annual return | 12.98% | 18.76%-5.8pp | 87.57%-74.6pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,397 | $2,051-31.9% | $2,759-49.4% | $2,342-40.4% |
| Participant deferral / active EE | $1,746 | $2,465-29.2% | $3,329-47.6% | $3,332-47.6% |
| Admin fee / account holder | $6,780 | $2,834+139.2% | $3,600+88.3% | $4,645+46.0% |