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 | $40,042 | $93,571-57.2% | $135,903-70.5% | $75,163-46.7% |
| Participation rate | 69.0% | 75.2%-6.1pp | 81.9%-12.9pp | 67.2%+1.9pp |
| Annual return | 15.67% | 30.90%-15.2pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,952 | $3,537-16.5% | $4,856-39.2% | $2,670+10.6% |
| Participant deferral / active EE | $5,078 | $6,404-20.7% | $7,758-34.5% | $4,125+23.1% |
| Admin fee / account holder | $13,595 | $6,975+94.9% | $10,762+26.3% | $5,651+140.6% |