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 | $54,931 | $59,417-7.5% | $93,606-41.3% | $74,495-26.3% |
| Participation rate | 67.9% | 59.7%+8.3pp | 68.7%-0.8pp | 67.2%+0.7pp |
| Annual return | 12.26% | 81.83%-69.6pp | 133.20%-120.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,726 | $1,264+115.7% | $2,420+12.7% | $2,623+3.9% |
| Participant deferral / active EE | $5,011 | $3,050+64.3% | $4,411+13.6% | $4,346+15.3% |
| Admin fee / account holder | $4,331 | $3,021+43.3% | $8,285-47.7% | $1,942+123.0% |