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 | $56,433 | $56,053+0.7% | $75,972-25.7% | $80,856-30.2% |
| Participation rate | 65.5% | 62.0%+3.5pp | 69.1%-3.5pp | 67.6%-2.1pp |
| Annual return | 11.13% | 20.53%-9.4pp | 359.55%-348.4pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,241 | $1,874-33.8% | $2,685-53.8% | $2,755-54.9% |
| Participant deferral / active EE | $3,238 | $3,052+6.1% | $4,255-23.9% | $4,296-24.6% |
| Admin fee / account holder | $25,261 | $5,234+382.7% | $6,467+290.6% | $6,918+265.2% |