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 | $56,280 | $58,208-3.3% | $81,812-31.2% | $80,856-30.4% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 12.37% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,356 | $2,340+0.7% | $2,912-19.1% | $2,755-14.5% |
| Participant deferral / active EE | $4,235 | $3,281+29.1% | $4,319-1.9% | $4,296-1.4% |
| Admin fee / account holder | $12,081 | $4,981+142.5% | $7,386+63.6% | $6,918+74.6% |