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 | $59,008 | $54,705+7.9% | $71,209-17.1% | $84,808-30.4% |
| Participation rate | 51.0% | 64.1%-13.0pp | 73.8%-22.7pp | 68.3%-17.3pp |
| Annual return | 15.36% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,153 | $2,158-46.6% | $2,721-57.6% | $2,631-56.2% |
| Participant deferral / active EE | $2,461 | $3,030-18.8% | $4,175-41.1% | $4,212-41.6% |
| Admin fee / account holder | $516 | $4,863-89.4% | $5,349-90.3% | $7,344-93.0% |