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 | $49,175 | $107,334-54.2% | $92,893-47.1% | $152,861-67.8% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.4%-18.2pp |
| Annual return | 19.80% | 145.58%-125.8pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,284 | $4,221-45.9% | $3,653-37.5% | $4,762-52.0% |
| Participant deferral / active EE | $5,609 | $4,845+15.8% | $4,236+32.4% | $5,850-4.1% |
| Admin fee / account holder | $2,727 | $7,079-61.5% | $5,794-52.9% | $11,596-76.5% |