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 | $62,461 | $89,753-30.4% | $107,525-41.9% | $84,808-26.3% |
| Participation rate | 58.0% | 68.1%-10.1pp | 75.1%-17.1pp | 68.3%-10.3pp |
| Annual return | 18.25% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,619 | $3,113-48.0% | $3,754-56.9% | $2,631-38.5% |
| Participant deferral / active EE | $4,377 | $4,056+7.9% | $5,116-14.4% | $4,212+3.9% |
| Admin fee / account holder | $2,475 | $7,222-65.7% | $8,919-72.2% | $7,344-66.3% |