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 | $52,546 | $152,587-65.6% | $125,175-58.0% | $152,861-65.6% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.4%-13.2pp |
| Annual return | 12.75% | 54.84%-42.1pp | 43.79%-31.0pp | 345.32%-332.6pp |
| Employer contribution / active EE | $7,899 | $4,946+59.7% | $3,865+104.4% | $4,762+65.9% |
| Participant deferral / active EE | $5,077 | $5,868-13.5% | $4,937+2.8% | $5,850-13.2% |
| Admin fee / account holder | $371 | $13,434-97.2% | $9,702-96.2% | $11,596-96.8% |