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 | $35,479 | $53,053-33.1% | $126,539-72.0% | $74,304-52.3% |
| Participation rate | 54.6% | 48.0%+6.6pp | 69.8%-15.2pp | 60.3%-5.7pp |
| Annual return | 16.15% | 29.46%-13.3pp | 425.95%-409.8pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,564 | $1,168+119.6% | $3,674-30.2% | $2,241+14.4% |
| Participant deferral / active EE | $3,156 | $2,303+37.1% | $4,083-22.7% | $3,767-16.2% |
| Admin fee / account holder | $945 | $3,698-74.5% | $6,065-84.4% | $2,969-68.2% |