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 5-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 | $30,770 | $77,314-60.2% | $177,989-82.7% | $80,856-61.9% |
| Participation rate | 67.7% | 65.7%+2.0pp | 77.1%-9.3pp | 67.6%+0.1pp |
| Annual return | 16.46% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,622 | $2,292+14.4% | $3,949-33.6% | $2,755-4.8% |
| Participant deferral / active EE | $4,669 | $4,411+5.9% | $6,276-25.6% | $4,296+8.7% |
| Admin fee / account holder | $3,962 | $7,191-44.9% | $10,363-61.8% | $6,918-42.7% |