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 | $60,605 | $45,566+33.0% | $64,105-5.5% | $59,632+1.6% |
| Participation rate | 42.7% | 60.2%-17.5pp | 68.2%-25.5pp | 68.7%-26.0pp |
| Annual return | 1.66% | 4.95%-3.3pp | 791.24%-789.6pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $382 | $934-59.1% | $1,820-79.0% | $2,203-82.7% |
| Participant deferral / active EE | $2,223 | $2,057+8.1% | $2,822-21.2% | $3,192-30.3% |
| Admin fee / account holder | $2,264 | $3,268-30.7% | $4,499-49.7% | $4,297-47.3% |