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 | $51,444 | $89,355-42.4% | $141,162-63.6% | $72,985-29.5% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 23.81% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $900 | $3,114-71.1% | $4,735-81.0% | $2,440-63.1% |
| Participant deferral / active EE | $5,780 | $5,418+6.7% | $6,709-13.9% | $3,607+60.2% |
| Admin fee / account holder | $6,031 | $5,958+1.2% | $10,261-41.2% | $5,124+17.7% |