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 | $56,316 | $95,803-41.2% | $113,168-50.2% | $84,808-33.6% |
| Participation rate | 68.9% | 72.9%-4.0pp | 76.6%-7.7pp | 68.3%+0.6pp |
| Annual return | 16.12% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,234 | $2,360+37.0% | $2,975+8.7% | $2,631+22.9% |
| Participant deferral / active EE | $5,775 | $4,242+36.1% | $5,107+13.1% | $4,212+37.1% |
| Admin fee / account holder | $4,286 | $8,989-52.3% | $12,068-64.5% | $7,344-41.6% |