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 | $52,515 | $73,933-29.0% | $96,683-45.7% | $75,163-30.1% |
| Participation rate | 67.7% | 66.4%+1.3pp | 74.3%-6.6pp | 67.2%+0.6pp |
| Annual return | 22.26% | 26.70%-4.4pp | 35.69%-13.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,583 | $2,928-45.9% | $3,737-57.6% | $2,670-40.7% |
| Participant deferral / active EE | $3,878 | $3,659+6.0% | $4,878-20.5% | $4,125-6.0% |
| Admin fee / account holder | $4,656 | $5,216-10.7% | $6,730-30.8% | $5,651-17.6% |