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 | $55,968 | $52,580+6.4% | $71,671-21.9% | $70,131-20.2% |
| Participation rate | 35.1% | 60.9%-25.7pp | 68.7%-33.6pp | 69.5%-34.4pp |
| Annual return | 16.92% | 20.25%-3.3pp | 20.65%-3.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,002 | $1,616-38.0% | $2,460-59.3% | $2,342-57.2% |
| Participant deferral / active EE | $1,969 | $2,386-17.5% | $3,438-42.7% | $3,332-40.9% |
| Admin fee / account holder | $17,105 | $3,653+368.3% | $5,558+207.7% | $4,645+268.2% |