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 | $85,588 | $53,053+61.3% | $126,539-32.4% | $74,304+15.2% |
| Participation rate | 41.0% | 48.0%-7.1pp | 69.8%-28.9pp | 60.3%-19.4pp |
| Annual return | 20.05% | 29.46%-9.4pp | 425.95%-405.9pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,249 | $1,168+7.0% | $3,674-66.0% | $2,241-44.3% |
| Participant deferral / active EE | $2,537 | $2,303+10.2% | $4,083-37.9% | $3,767-32.6% |
| Admin fee / account holder | $3,465 | $3,698-6.3% | $6,065-42.9% | $2,969+16.7% |