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 | $64,980 | $56,317+15.4% | $71,209-8.7% | $74,304-12.5% |
| Participation rate | 29.9% | 55.1%-25.3pp | 73.8%-43.9pp | 60.3%-30.5pp |
| Annual return | 17.91% | 42.83%-24.9pp | 282.51%-264.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,391 | $2,160-35.6% | $2,721-48.9% | $2,241-37.9% |
| Participant deferral / active EE | $1,728 | $2,788-38.0% | $4,175-58.6% | $3,767-54.1% |
| Admin fee / account holder | $3,133 | $2,290+36.8% | $5,349-41.4% | $2,969+5.5% |