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 | $37,034 | $72,012-48.6% | $185,823-80.1% | $79,858-53.6% |
| Participation rate | 52.8% | 65.8%-13.0pp | 78.0%-25.3pp | 69.6%-16.9pp |
| Annual return | 33.08% | 23.12%+10.0pp | 35.95%-2.9pp | 31.71%+1.4pp |
| Employer contribution / active EE | $1,074 | $1,965-45.3% | $4,087-73.7% | $2,471-56.5% |
| Participant deferral / active EE | $2,946 | $3,779-22.0% | $5,632-47.7% | $3,740-21.2% |
| Admin fee / account holder | $6,520 | $4,513+44.5% | $9,500-31.4% | $5,306+22.9% |