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 | $53,227 | $77,899-31.7% | $149,673-64.4% | $75,163-29.2% |
| Participation rate | 55.6% | 65.6%-10.0pp | 78.8%-23.2pp | 67.2%-11.6pp |
| Annual return | 16.32% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,750 | $3,137+51.4% | $4,818-1.4% | $2,670+77.9% |
| Participant deferral / active EE | $2,068 | $3,411-39.4% | $5,680-63.6% | $4,125-49.9% |
| Admin fee / account holder | $6,998 | $5,956+17.5% | $13,210-47.0% | $5,651+23.8% |