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 | $29,206 | $93,571-68.8% | $135,903-78.5% | $75,163-61.1% |
| Participation rate | 69.1% | 75.2%-6.1pp | 81.9%-12.8pp | 67.2%+1.9pp |
| Annual return | 20.41% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,916 | $3,537+10.7% | $4,856-19.4% | $2,670+46.7% |
| Participant deferral / active EE | $6,967 | $6,404+8.8% | $7,758-10.2% | $4,125+68.9% |
| Admin fee / account holder | $12,884 | $6,975+84.7% | $10,762+19.7% | $5,651+128.0% |