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 | $61,618 | $52,279+17.9% | $89,391-31.1% | $79,858-22.8% |
| Participation rate | 57.1% | 57.5%-0.4pp | 68.0%-10.8pp | 69.6%-12.5pp |
| Annual return | 15.69% | 22.16%-6.5pp | 245.62%-229.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,245 | $1,572-20.8% | $2,586-51.9% | $2,471-49.6% |
| Participant deferral / active EE | $2,162 | $2,740-21.1% | $3,890-44.4% | $3,740-42.2% |
| Admin fee / account holder | $2,246 | $3,356-33.1% | $4,881-54.0% | $5,306-57.7% |