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 | $47,889 | $100,923-52.5% | $150,045-68.1% | $74,304-35.6% |
| Participation rate | 57.9% | 70.1%-12.1pp | 82.3%-24.4pp | 60.3%-2.4pp |
| Annual return | 25.09% | 51.77%-26.7pp | 62.55%-37.5pp | 29.43%-4.3pp |
| Employer contribution / active EE | $2,795 | $3,463-19.3% | $4,693-40.4% | $2,241+24.7% |
| Participant deferral / active EE | $5,206 | $6,709-22.4% | $7,997-34.9% | $3,767+38.2% |
| Admin fee / account holder | $4,675 | $2,767+69.0% | $13,435-65.2% | $2,969+57.5% |