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 | $53,386 | $89,753-40.5% | $107,525-50.4% | $84,808-37.1% |
| Participation rate | 55.1% | 68.1%-13.0pp | 75.1%-20.0pp | 68.3%-13.3pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,080 | $3,113-65.3% | $3,754-71.2% | $2,631-59.0% |
| Participant deferral / active EE | $2,935 | $4,056-27.6% | $5,116-42.6% | $4,212-30.3% |
| Admin fee / account holder | $6,870 | $7,222-4.9% | $8,919-23.0% | $7,344-6.5% |