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 | $64,894 | $46,553+39.4% | $64,056+1.3% | $75,163-13.7% |
| Participation rate | 55.2% | 65.9%-10.8pp | 72.3%-17.1pp | 67.2%-12.0pp |
| Annual return | 12.09% | 26.03%-13.9pp | 33.69%-21.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,381 | $1,974-30.1% | $2,747-49.7% | $2,670-48.3% |
| Participant deferral / active EE | $3,517 | $2,837+24.0% | $3,880-9.4% | $4,125-14.7% |
| Admin fee / account holder | $6,674 | $2,952+126.1% | $3,068+117.5% | $5,651+18.1% |