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 | $61,628 | $49,922+23.4% | $80,569-23.5% | $75,163-18.0% |
| Participation rate | 48.4% | 55.3%-6.9pp | 67.0%-18.6pp | 67.2%-18.8pp |
| Annual return | 15.06% | 34.69%-19.6pp | 935.43%-920.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,420 | $1,698-16.4% | $2,723-47.8% | $2,670-46.8% |
| Participant deferral / active EE | $3,736 | $2,990+24.9% | $4,447-16.0% | $4,125-9.4% |
| Admin fee / account holder | $7,676 | $3,577+114.6% | $5,377+42.8% | $5,651+35.8% |