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 | $55,120 | $162,781-66.1% | $133,956-58.9% | $158,922-65.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 13.18% | 41.94%-28.8pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,392 | $4,975-51.9% | $3,919-39.0% | $4,761-49.8% |
| Participant deferral / active EE | $7,422 | $5,911+25.6% | $5,048+47.0% | $5,982+24.1% |
| Admin fee / account holder | $6,462 | $11,736-44.9% | $8,927-27.6% | $11,246-42.5% |