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 | $62,543 | $52,279+19.6% | $89,391-30.0% | $79,858-21.7% |
| Participation rate | 42.4% | 57.5%-15.1pp | 68.0%-25.6pp | 69.6%-27.2pp |
| Annual return | 14.94% | 22.16%-7.2pp | 245.62%-230.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,477 | $1,572-6.0% | $2,586-42.9% | $2,471-40.2% |
| Participant deferral / active EE | $2,477 | $2,740-9.6% | $3,890-36.3% | $3,740-33.8% |
| Admin fee / account holder | $4,706 | $3,356+40.2% | $4,881-3.6% | $5,306-11.3% |