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 | $26,111 | $109,881-76.2% | $150,045-82.6% | $84,808-69.2% |
| Participation rate | 54.5% | 76.1%-21.5pp | 82.3%-27.8pp | 68.3%-13.8pp |
| Annual return | 18.01% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,071 | $3,561-41.8% | $4,693-55.9% | $2,631-21.3% |
| Participant deferral / active EE | $4,593 | $6,636-30.8% | $7,997-42.6% | $4,212+9.1% |
| Admin fee / account holder | $3,370 | $8,568-60.7% | $13,435-74.9% | $7,344-54.1% |