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 | $48,522 | $101,724-52.3% | $164,813-70.6% | $80,856-40.0% |
| Participation rate | 62.3% | 71.8%-9.6pp | 78.6%-16.3pp | 67.6%-5.4pp |
| Annual return | 12.49% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,432 | $2,953-17.7% | $4,341-44.0% | $2,755-11.7% |
| Participant deferral / active EE | $5,259 | $4,477+17.5% | $6,031-12.8% | $4,296+22.4% |
| Admin fee / account holder | $3,190 | $8,227-61.2% | $12,690-74.9% | $6,918-53.9% |