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 | $62,030 | $58,208+6.6% | $81,812-24.2% | $80,856-23.3% |
| Participation rate | 55.8% | 63.4%-7.6pp | 72.3%-16.5pp | 67.6%-11.8pp |
| Annual return | 11.07% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,567 | $2,340-33.0% | $2,912-46.2% | $2,755-43.1% |
| Participant deferral / active EE | $2,657 | $3,281-19.0% | $4,319-38.5% | $4,296-38.2% |
| Admin fee / account holder | $2,638 | $4,981-47.0% | $7,386-64.3% | $6,918-61.9% |