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 | $51,257 | $48,046+6.7% | $84,611-39.4% | $72,985-29.8% |
| Participation rate | 54.8% | 57.6%-2.7pp | 68.2%-13.4pp | 69.5%-14.6pp |
| Annual return | 27.60% | 37.38%-9.8pp | 258.74%-231.1pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,449 | $1,602-9.5% | $2,652-45.4% | $2,440-40.6% |
| Participant deferral / active EE | $3,131 | $2,680+16.8% | $3,899-19.7% | $3,607-13.2% |
| Admin fee / account holder | $7,886 | $3,395+132.3% | $4,912+60.5% | $5,124+53.9% |