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 | $59,607 | $54,705+9.0% | $71,209-16.3% | $84,808-29.7% |
| Participation rate | 45.1% | 64.1%-18.9pp | 73.8%-28.6pp | 68.3%-23.2pp |
| Annual return | 13.57% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,107 | $2,158-48.7% | $2,721-59.3% | $2,631-57.9% |
| Participant deferral / active EE | $2,552 | $3,030-15.8% | $4,175-38.9% | $4,212-39.4% |
| Admin fee / account holder | $18,744 | $4,863+285.4% | $5,349+250.4% | $7,344+155.2% |