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 | $57,615 | $94,625-39.1% | $116,228-50.4% | $84,808-32.1% |
| Participation rate | 56.8% | 70.4%-13.7pp | 74.6%-17.8pp | 68.3%-11.6pp |
| Annual return | 16.94% | 20.40%-3.5pp | 90.06%-73.1pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,389 | $2,347+44.4% | $2,994+13.2% | $2,631+28.8% |
| Participant deferral / active EE | $2,202 | $3,972-44.6% | $4,953-55.5% | $4,212-47.7% |
| Admin fee / account holder | $3,821 | $10,091-62.1% | $11,989-68.1% | $7,344-48.0% |