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 | $47,808 | $56,053-14.7% | $75,972-37.1% | $80,856-40.9% |
| Participation rate | 62.4% | 62.0%+0.3pp | 69.1%-6.7pp | 67.6%-5.3pp |
| Annual return | 15.52% | 20.53%-5.0pp | 359.55%-344.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,418 | $1,874+29.0% | $2,685-9.9% | $2,755-12.2% |
| Participant deferral / active EE | $3,680 | $3,052+20.6% | $4,255-13.5% | $4,296-14.3% |
| Admin fee / account holder | $1,258 | $5,234-76.0% | $6,467-80.5% | $6,918-81.8% |