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 | $39,289 | $54,705-28.2% | $71,209-44.8% | $84,808-53.7% |
| Participation rate | 65.4% | 64.1%+1.3pp | 73.8%-8.4pp | 68.3%-2.9pp |
| Annual return | 16.78% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,225 | $2,158+3.1% | $2,721-18.2% | $2,631-15.4% |
| Participant deferral / active EE | $1,734 | $3,030-42.8% | $4,175-58.5% | $4,212-58.8% |
| Admin fee / account holder | $5,780 | $4,863+18.8% | $5,349+8.1% | $7,344-21.3% |