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 | $53,305 | $93,571-43.0% | $135,903-60.8% | $75,163-29.1% |
| Participation rate | 67.6% | 75.2%-7.5pp | 81.9%-14.3pp | 67.2%+0.5pp |
| Annual return | 21.48% | 30.90%-9.4pp | 68.23%-46.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $5,947 | $3,537+68.1% | $4,856+22.5% | $2,670+122.7% |
| Participant deferral / active EE | $9,303 | $6,404+45.3% | $7,758+19.9% | $4,125+125.5% |
| Admin fee / account holder | $5,142 | $6,975-26.3% | $10,762-52.2% | $5,651-9.0% |