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 | $55,218 | $53,053+4.1% | $126,539-56.4% | $74,304-25.7% |
| Participation rate | 60.3% | 48.0%+12.2pp | 69.8%-9.5pp | 60.3%-0.1pp |
| Annual return | 14.30% | 29.46%-15.2pp | 425.95%-411.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,006 | $1,168-13.8% | $3,674-72.6% | $2,241-55.1% |
| Participant deferral / active EE | $2,633 | $2,303+14.3% | $4,083-35.5% | $3,767-30.1% |
| Admin fee / account holder | $1,573 | $3,698-57.5% | $6,065-74.1% | $2,969-47.0% |