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 | $62,549 | $57,354+9.1% | $83,848-25.4% | $64,186-2.5% |
| Participation rate | 63.6% | 68.6%-5.0pp | 76.1%-12.5pp | 69.6%-5.9pp |
| Annual return | 3.52% | 11.38%-7.9pp | 850.88%-847.4pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,231 | $2,545-51.6% | $3,631-66.1% | $2,381-48.3% |
| Participant deferral / active EE | $2,787 | $2,993-6.9% | $4,082-31.7% | $3,470-19.7% |
| Admin fee / account holder | $13,412 | $4,046+231.5% | $5,478+144.8% | $4,888+174.4% |