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 | $56,198 | $85,766-34.5% | $136,294-58.8% | $70,131-19.9% |
| Participation rate | 69.8% | 74.2%-4.4pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 17.93% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,855 | $2,966-37.5% | $4,695-60.5% | $2,342-20.8% |
| Participant deferral / active EE | $5,312 | $5,051+5.2% | $6,247-15.0% | $3,332+59.4% |
| Admin fee / account holder | $479 | $5,420-91.2% | $9,243-94.8% | $4,645-89.7% |