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 9-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 | $59,709 | $48,230+23.8% | $67,502-11.5% | $80,856-26.2% |
| Participation rate | 38.6% | 66.4%-27.8pp | 72.9%-34.3pp | 67.6%-29.0pp |
| Annual return | 16.90% | 18.28%-1.4pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $632 | $2,020-68.7% | $2,731-76.8% | $2,755-77.0% |
| Participant deferral / active EE | $2,659 | $2,924-9.1% | $4,000-33.5% | $4,296-38.1% |
| Admin fee / account holder | $3,851 | $3,681+4.6% | $3,998-3.7% | $6,918-44.3% |