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 | $74,228 | $68,547+8.3% | $120,354-38.3% | $80,856-8.2% |
| Participation rate | 39.5% | 61.6%-22.1pp | 71.9%-32.4pp | 67.6%-28.2pp |
| Annual return | 14.90% | 23.60%-8.7pp | 107.15%-92.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,399 | $2,051-31.8% | $3,463-59.6% | $2,755-49.2% |
| Participant deferral / active EE | $2,195 | $3,173-30.8% | $4,991-56.0% | $4,296-48.9% |
| Admin fee / account holder | $1,032 | $5,732-82.0% | $9,423-89.0% | $6,918-85.1% |