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 | $57,406 | $53,053+8.2% | $126,539-54.6% | $74,304-22.7% |
| Participation rate | 45.8% | 48.0%-2.3pp | 69.8%-24.0pp | 60.3%-14.6pp |
| Annual return | 17.05% | 29.46%-12.4pp | 425.95%-408.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,106 | $1,168-5.3% | $3,674-69.9% | $2,241-50.7% |
| Participant deferral / active EE | $2,540 | $2,303+10.3% | $4,083-37.8% | $3,767-32.6% |
| Admin fee / account holder | $1,566 | $3,698-57.6% | $6,065-74.2% | $2,969-47.2% |