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 | $38,602 | $101,724-62.1% | $164,813-76.6% | $80,856-52.3% |
| Participation rate | 64.6% | 71.8%-7.2pp | 78.6%-14.0pp | 67.6%-3.0pp |
| Annual return | 17.58% | 16.72%+0.9pp | 69.93%-52.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,706 | $2,953-42.2% | $4,341-60.7% | $2,755-38.1% |
| Participant deferral / active EE | $4,979 | $4,477+11.2% | $6,031-17.5% | $4,296+15.9% |
| Admin fee / account holder | $4,545 | $8,227-44.8% | $12,690-64.2% | $6,918-34.3% |