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 | $62,282 | $49,138+26.7% | $84,015-25.9% | $65,185-4.5% |
| Participation rate | 51.7% | 60.7%-9.1pp | 69.0%-17.3pp | 70.2%-18.5pp |
| Annual return | 25.40% | 23.00%+2.4pp | 71.31%-45.9pp | 29.38%-4.0pp |
| Employer contribution / active EE | $511 | $914-44.1% | $1,983-74.3% | $2,177-76.5% |
| Participant deferral / active EE | $2,205 | $2,397-8.0% | $3,239-31.9% | $3,514-37.3% |
| Admin fee / account holder | $19,240 | $543+3441.1% | $6,101+215.4% | $847+2171.4% |