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 | $58,582 | $80,724-27.4% | $103,333-43.3% | $74,495-21.4% |
| Participation rate | 55.1% | 65.7%-10.6pp | 74.5%-19.4pp | 67.2%-12.1pp |
| Annual return | 11.82% | 27.56%-15.7pp | 24.88%-13.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,842 | $3,157-10.0% | $3,868-26.5% | $2,623+8.3% |
| Participant deferral / active EE | $5,533 | $3,860+43.3% | $5,057+9.4% | $4,346+27.3% |
| Admin fee / account holder | $11,298 | $2,368+377.1% | $8,355+35.2% | $1,942+481.9% |