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 | $56,813 | $56,053+1.4% | $75,972-25.2% | $80,856-29.7% |
| Participation rate | 64.8% | 62.0%+2.8pp | 69.1%-4.2pp | 67.6%-2.8pp |
| Annual return | 12.94% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,768 | $1,874-5.6% | $2,685-34.1% | $2,755-35.8% |
| Participant deferral / active EE | $2,896 | $3,052-5.1% | $4,255-31.9% | $4,296-32.6% |
| Admin fee / account holder | $1,490 | $5,234-71.5% | $6,467-77.0% | $6,918-78.5% |