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 | $54,023 | $96,128-43.8% | $136,007-60.3% | $80,856-33.2% |
| Participation rate | 62.5% | 71.2%-8.7pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 17.14% | 28.71%-11.6pp | 579.32%-562.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,044 | $3,351-9.2% | $4,217-27.8% | $2,755+10.5% |
| Participant deferral / active EE | $4,561 | $5,709-20.1% | $7,025-35.1% | $4,296+6.2% |
| Admin fee / account holder | $7,035 | $8,236-14.6% | $6,858+2.6% | $6,918+1.7% |