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 | $39,010 | $58,523-33.3% | $99,443-60.8% | $72,985-46.6% |
| Participation rate | 66.7% | 64.6%+2.0pp | 73.8%-7.2pp | 69.5%-2.8pp |
| Annual return | 18.48% | 28.51%-10.0pp | 30.72%-12.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $4,226 | $1,512+179.5% | $2,540+66.4% | $2,440+73.2% |
| Participant deferral / active EE | $1,093 | $2,606-58.1% | $3,619-69.8% | $3,607-69.7% |
| Admin fee / account holder | $20,915 | $4,102+409.9% | $6,250+234.6% | $5,124+308.1% |