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 | $43,865 | $67,984-35.5% | $65,493-33.0% | $74,304-41.0% |
| Participation rate | 61.6% | 66.3%-4.7pp | 73.1%-11.5pp | 60.3%+1.3pp |
| Annual return | 12.01% | 19.87%-7.9pp | 982.45%-970.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $2,516 | $2,491+1.0% | $2,574-2.3% | $2,241+12.3% |
| Participant deferral / active EE | $1,695 | $3,346-49.3% | $3,961-57.2% | $3,767-55.0% |
| Admin fee / account holder | $4,883 | $1,373+255.7% | $5,028-2.9% | $2,969+64.5% |