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 | $58,041 | $63,346-8.4% | $92,233-37.1% | $70,131-17.2% |
| Participation rate | 63.2% | 68.7%-5.5pp | 76.5%-13.3pp | 69.5%-6.4pp |
| Annual return | 15.32% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,413 | $2,471-42.8% | $3,679-61.6% | $2,342-39.7% |
| Participant deferral / active EE | $3,196 | $2,854+12.0% | $3,897-18.0% | $3,332-4.1% |
| Admin fee / account holder | $1,700 | $3,840-55.7% | $5,194-67.3% | $4,645-63.4% |