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 | $54,805 | $53,516+2.4% | $126,539-56.7% | $84,808-35.4% |
| Participation rate | 59.5% | 58.2%+1.2pp | 69.8%-10.4pp | 68.3%-8.9pp |
| Annual return | 13.55% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,409 | $1,535-8.2% | $3,674-61.7% | $2,631-46.5% |
| Participant deferral / active EE | $2,300 | $2,671-13.9% | $4,083-43.7% | $4,212-45.4% |
| Admin fee / account holder | $2,135 | $4,497-52.5% | $6,065-64.8% | $7,344-70.9% |