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 | $60,626 | $54,705+10.8% | $71,209-14.9% | $84,808-28.5% |
| Participation rate | 52.1% | 64.1%-11.9pp | 73.8%-21.6pp | 68.3%-16.2pp |
| Annual return | 15.19% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,397 | $2,158-35.3% | $2,721-48.7% | $2,631-46.9% |
| Participant deferral / active EE | $1,900 | $3,030-37.3% | $4,175-54.5% | $4,212-54.9% |
| Admin fee / account holder | $2,218 | $4,863-54.4% | $5,349-58.5% | $7,344-69.8% |