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 | $51,354 | $51,244+0.2% | $80,975-36.6% | $55,167-6.9% |
| Participation rate | 69.3% | 71.7%-2.4pp | 75.8%-6.5pp | 69.0%+0.3pp |
| Annual return | 8.81% | 17.39%-8.6pp | 17.10%-8.3pp | 169.23%-160.4pp |
| Employer contribution / active EE | $465 | $1,770-73.7% | $3,714-87.5% | $1,963-76.3% |
| Participant deferral / active EE | $2,854 | $4,418-35.4% | $5,696-49.9% | $3,054-6.6% |
| Admin fee / account holder | $2,204 | $398+453.7% | $5,516-60.0% | $504+337.4% |