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 | $56,790 | $54,705+3.8% | $71,209-20.2% | $84,808-33.0% |
| Participation rate | 44.1% | 64.1%-20.0pp | 73.8%-29.6pp | 68.3%-24.2pp |
| Annual return | 15.05% | 35.90%-20.8pp | 282.51%-267.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,080 | $2,158-49.9% | $2,721-60.3% | $2,631-58.9% |
| Participant deferral / active EE | $3,074 | $3,030+1.4% | $4,175-26.4% | $4,212-27.0% |
| Admin fee / account holder | $4,789 | $4,863-1.5% | $5,349-10.5% | $7,344-34.8% |