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 | $57,000 | $53,516+6.5% | $126,539-55.0% | $84,808-32.8% |
| Participation rate | 55.4% | 58.2%-2.8pp | 69.8%-14.4pp | 68.3%-12.9pp |
| Annual return | 15.66% | 58.34%-42.7pp | 425.95%-410.3pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,563 | $1,535+1.8% | $3,674-57.5% | $2,631-40.6% |
| Participant deferral / active EE | $2,781 | $2,671+4.1% | $4,083-31.9% | $4,212-34.0% |
| Admin fee / account holder | $1,737 | $4,497-61.4% | $6,065-71.4% | $7,344-76.4% |