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 | $33,773 | $89,355-62.2% | $141,162-76.1% | $72,985-53.7% |
| Participation rate | 57.1% | 75.1%-18.0pp | 82.5%-25.3pp | 69.5%-12.3pp |
| Annual return | 45.63% | 111.85%-66.2pp | 71.39%-25.8pp | 81.00%-35.4pp |
| Employer contribution / active EE | $1,974 | $3,114-36.6% | $4,735-58.3% | $2,440-19.1% |
| Participant deferral / active EE | $5,763 | $5,418+6.4% | $6,709-14.1% | $3,607+59.8% |
| Admin fee / account holder | $1,104 | $5,958-81.5% | $10,261-89.2% | $5,124-78.4% |