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 | $55,031 | $49,915+10.2% | $154,803-64.5% | $74,304-25.9% |
| Participation rate | 50.0% | 54.0%-4.0pp | 78.1%-28.1pp | 60.3%-10.3pp |
| Annual return | 16.22% | 34.06%-17.8pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $718 | $1,611-55.5% | $4,305-83.3% | $2,241-68.0% |
| Participant deferral / active EE | $2,138 | $2,255-5.2% | $5,540-61.4% | $3,767-43.2% |
| Admin fee / account holder | $5,833 | $2,189+166.5% | $14,329-59.3% | $2,969+96.5% |