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 3-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 | $25,093 | $56,053-55.2% | $75,972-67.0% | $80,856-69.0% |
| Participation rate | 57.7% | 62.0%-4.3pp | 69.1%-11.4pp | 67.6%-9.9pp |
| Annual return | 19.51% | 20.53%-1.0pp | 359.55%-340.0pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,977 | $1,874+5.5% | $2,685-26.4% | $2,755-28.2% |
| Participant deferral / active EE | $3,287 | $3,052+7.7% | $4,255-22.8% | $4,296-23.5% |
| Admin fee / account holder | $2,282 | $5,234-56.4% | $6,467-64.7% | $6,918-67.0% |