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 | $52,683 | $82,978-36.5% | $129,995-59.5% | $71,457-26.3% |
| Participation rate | 57.5% | 74.1%-16.6pp | 78.5%-21.0pp | 67.9%-10.5pp |
| Annual return | 25.58% | 20.60%+5.0pp | -137.18%+162.8pp | 28.85%-3.3pp |
| Employer contribution / active EE | $1,626 | $2,622-38.0% | $4,320-62.4% | $2,588-37.2% |
| Participant deferral / active EE | $4,202 | $4,432-5.2% | $5,820-27.8% | $4,289-2.0% |
| Admin fee / account holder | $2,654 | $1,729+53.5% | $10,614-75.0% | $1,587+67.2% |