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 | $57,320 | $56,053+2.3% | $75,972-24.6% | $80,856-29.1% |
| Participation rate | 69.9% | 62.0%+7.8pp | 69.1%+0.8pp | 67.6%+2.2pp |
| Annual return | 11.15% | 20.53%-9.4pp | 359.55%-348.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,015 | $1,874-45.8% | $2,685-62.2% | $2,755-63.1% |
| Participant deferral / active EE | $3,856 | $3,052+26.4% | $4,255-9.4% | $4,296-10.2% |
| Admin fee / account holder | $12,137 | $5,234+131.9% | $6,467+87.7% | $6,918+75.4% |