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 | $63,000 | $48,046+31.1% | $84,611-25.5% | $72,985-13.7% |
| Participation rate | 52.6% | 57.6%-5.0pp | 68.2%-15.6pp | 69.5%-16.9pp |
| Annual return | 21.85% | 37.38%-15.5pp | 258.74%-236.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,219 | $1,602-23.9% | $2,652-54.0% | $2,440-50.1% |
| Participant deferral / active EE | $1,937 | $2,680-27.8% | $3,899-50.3% | $3,607-46.3% |
| Admin fee / account holder | $2,645 | $3,395-22.1% | $4,912-46.2% | $5,124-48.4% |