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 | $43,565 | $86,929-49.9% | $102,423-57.5% | $80,856-46.1% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.6pp | 67.6%+0.2pp |
| Annual return | 29.84% | 18.88%+11.0pp | 29.32%+0.5pp | 35.59%-5.8pp |
| Employer contribution / active EE | $1,334 | $2,369-43.7% | $3,023-55.9% | $2,755-51.6% |
| Participant deferral / active EE | $5,169 | $4,118+25.5% | $5,053+2.3% | $4,296+20.3% |
| Admin fee / account holder | $6,235 | $8,049-22.5% | $9,451-34.0% | $6,918-9.9% |