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 | $48,487 | $54,541-11.1% | $78,778-38.5% | $70,131-30.9% |
| Participation rate | 65.7% | 60.8%+4.9pp | 69.2%-3.5pp | 69.5%-3.8pp |
| Annual return | 18.06% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,955 | $1,089+79.6% | $1,986-1.5% | $2,342-16.5% |
| Participant deferral / active EE | $3,283 | $2,210+48.5% | $2,958+11.0% | $3,332-1.5% |
| Admin fee / account holder | $5,059 | $3,709+36.4% | $5,134-1.5% | $4,645+8.9% |