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 | $56,092 | $85,766-34.6% | $136,294-58.8% | $70,131-20.0% |
| Participation rate | 53.7% | 74.2%-20.5pp | 81.9%-28.2pp | 69.5%-15.8pp |
| Annual return | 22.42% | 31.45%-9.0pp | 5155.94%-5133.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,373 | $2,966-20.0% | $4,695-49.5% | $2,342+1.3% |
| Participant deferral / active EE | $5,881 | $5,051+16.4% | $6,247-5.9% | $3,332+76.5% |
| Admin fee / account holder | $12,297 | $5,420+126.9% | $9,243+33.0% | $4,645+164.7% |