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 | $54,276 | $93,571-42.0% | $135,903-60.1% | $75,163-27.8% |
| Participation rate | 60.5% | 75.2%-14.7pp | 81.9%-21.4pp | 67.2%-6.7pp |
| Annual return | 18.10% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,059 | $3,537-41.8% | $4,856-57.6% | $2,670-22.9% |
| Participant deferral / active EE | $4,375 | $6,404-31.7% | $7,758-43.6% | $4,125+6.1% |
| Admin fee / account holder | $5,686 | $6,975-18.5% | $10,762-47.2% | $5,651+0.6% |