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 | $44,767 | $48,364-7.4% | $71,796-37.6% | $62,891-28.8% |
| Participation rate | 69.3% | 60.6%+8.7pp | 69.1%+0.2pp | 69.3%0pp |
| Annual return | 7.64% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,611 | $1,042+54.7% | $1,924-16.3% | $2,281-29.4% |
| Participant deferral / active EE | $4,856 | $2,091+132.2% | $2,794+73.8% | $3,203+51.6% |
| Admin fee / account holder | $2,612 | $3,771-30.7% | $4,815-45.7% | $4,296-39.2% |