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 | $52,579 | $51,045+3.0% | $70,515-25.4% | $71,457-26.4% |
| Participation rate | 59.6% | 59.4%+0.2pp | 68.3%-8.7pp | 67.9%-8.3pp |
| Annual return | 17.81% | 42.63%-24.8pp | 32.77%-15.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,058 | $1,790-40.9% | $2,973-64.4% | $2,588-59.1% |
| Participant deferral / active EE | $2,813 | $3,026-7.1% | $4,567-38.4% | $4,289-34.4% |
| Admin fee / account holder | $4,333 | $1,994+117.3% | $6,412-32.4% | $1,587+173.0% |