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 | $64,444 | $53,053+21.5% | $126,539-49.1% | $74,304-13.3% |
| Participation rate | 69.1% | 48.0%+21.1pp | 69.8%-0.7pp | 60.3%+8.7pp |
| Annual return | 16.31% | 29.46%-13.2pp | 425.95%-409.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,380 | $1,168+18.2% | $3,674-62.4% | $2,241-38.4% |
| Participant deferral / active EE | $2,996 | $2,303+30.1% | $4,083-26.6% | $3,767-20.5% |
| Admin fee / account holder | $2,256 | $3,698-39.0% | $6,065-62.8% | $2,969-24.0% |