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 | $58,561 | $41,078+42.6% | $80,569-27.3% | $71,457-18.0% |
| Participation rate | 30.8% | 50.2%-19.4pp | 67.0%-36.2pp | 67.9%-37.2pp |
| Annual return | 21.73% | 38.45%-16.7pp | 935.43%-913.7pp | 28.85%-7.1pp |
| Employer contribution / active EE | $967 | $1,506-35.8% | $2,723-64.5% | $2,588-62.6% |
| Participant deferral / active EE | $2,329 | $2,699-13.7% | $4,447-47.6% | $4,289-45.7% |
| Admin fee / account holder | $529 | $1,840-71.2% | $5,377-90.2% | $1,587-66.7% |