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 | $56,676 | $49,915+13.5% | $154,803-63.4% | $74,304-23.7% |
| Participation rate | 47.5% | 54.0%-6.4pp | 78.1%-30.5pp | 60.3%-12.8pp |
| Annual return | 16.18% | 34.06%-17.9pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,076 | $1,611-33.2% | $4,305-75.0% | $2,241-52.0% |
| Participant deferral / active EE | $3,334 | $2,255+47.9% | $5,540-39.8% | $3,767-11.5% |
| Admin fee / account holder | $11,016 | $2,189+403.2% | $14,329-23.1% | $2,969+271.1% |