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 | $55,826 | $65,041-14.2% | $90,951-38.6% | $79,858-30.1% |
| Participation rate | 68.6% | 61.6%+7.0pp | 69.0%-0.4pp | 69.6%-1.1pp |
| Annual return | 12.59% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,819 | $1,247+45.8% | $2,122-14.3% | $2,471-26.4% |
| Participant deferral / active EE | $3,654 | $2,512+45.5% | $3,373+8.3% | $3,740-2.3% |
| Admin fee / account holder | $2,682 | $4,536-40.9% | $5,959-55.0% | $5,306-49.5% |