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 | $56,878 | $56,053+1.5% | $75,972-25.1% | $80,856-29.7% |
| Participation rate | 60.5% | 62.0%-1.6pp | 69.1%-8.6pp | 67.6%-7.2pp |
| Annual return | 15.78% | 20.53%-4.8pp | 359.55%-343.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $653 | $1,874-65.1% | $2,685-75.7% | $2,755-76.3% |
| Participant deferral / active EE | $2,376 | $3,052-22.2% | $4,255-44.2% | $4,296-44.7% |
| Admin fee / account holder | $2,452 | $5,234-53.2% | $6,467-62.1% | $6,918-64.6% |