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 | $30,520 | $65,365-53.3% | $92,893-67.1% | $72,985-58.2% |
| Participation rate | 60.5% | 68.3%-7.8pp | 76.0%-15.5pp | 69.5%-9.0pp |
| Annual return | 22.44% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,818 | $2,594+8.6% | $3,653-22.8% | $2,440+15.5% |
| Participant deferral / active EE | $4,017 | $3,128+28.4% | $4,236-5.2% | $3,607+11.4% |
| Admin fee / account holder | $4,586 | $4,251+7.9% | $5,794-20.8% | $5,124-10.5% |