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 | $62,904 | $61,605+2.1% | $112,229-44.0% | $75,163-16.3% |
| Participation rate | 42.0% | 61.7%-19.7pp | 72.4%-30.4pp | 67.2%-25.2pp |
| Annual return | 15.15% | 28.47%-13.3pp | 30.20%-15.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,594 | $2,015-20.9% | $3,430-53.5% | $2,670-40.3% |
| Participant deferral / active EE | $2,949 | $3,108-5.1% | $4,798-38.5% | $4,125-28.5% |
| Admin fee / account holder | $604 | $4,862-87.6% | $7,748-92.2% | $5,651-89.3% |