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 7-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 | $37,478 | $56,114-33.2% | $96,139-61.0% | $85,850-56.3% |
| Participation rate | 59.6% | 56.7%+2.8pp | 68.4%-8.9pp | 69.3%-9.8pp |
| Annual return | 22.32% | 42.30%-20.0pp | 191.94%-169.6pp | 318.53%-296.2pp |
| Employer contribution / active EE | $2,268 | $1,620+40.0% | $2,797-18.9% | $2,565-11.6% |
| Participant deferral / active EE | $4,212 | $2,859+47.3% | $4,349-3.1% | $3,952+6.6% |
| Admin fee / account holder | $1,519 | $3,768-59.7% | $5,537-72.6% | $6,260-75.7% |