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 | $63,595 | $54,541+16.6% | $78,778-19.3% | $70,131-9.3% |
| Participation rate | 45.0% | 60.8%-15.8pp | 69.2%-24.2pp | 69.5%-24.5pp |
| Annual return | 13.11% | 21.07%-8.0pp | 35.62%-22.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,057 | $1,089-2.9% | $1,986-46.8% | $2,342-54.9% |
| Participant deferral / active EE | $2,367 | $2,210+7.1% | $2,958-20.0% | $3,332-28.9% |
| Admin fee / account holder | $12,507 | $3,709+237.2% | $5,134+143.6% | $4,645+169.2% |