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 | $58,302 | $24,730+135.8% | $66,042-11.7% | $84,808-31.3% |
| Participation rate | 58.2% | 68.1%-9.9pp | 67.5%-9.3pp | 68.3%-10.1pp |
| Annual return | 20.90% | 79.55%-58.7pp | 52.11%-31.2pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,450 | $1,737+41.1% | $2,835-13.6% | $4,212-41.8% |
| Admin fee / account holder | $2,286 | $3,014-24.2% | $5,747-60.2% | $7,344-68.9% |