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 | $55,406 | $65,365-15.2% | $92,893-40.4% | $72,985-24.1% |
| Participation rate | 58.8% | 68.3%-9.5pp | 76.0%-17.2pp | 69.5%-10.7pp |
| Annual return | 34.92% | 42.10%-7.2pp | 109.41%-74.5pp | 81.00%-46.1pp |
| Employer contribution / active EE | $2,338 | $2,594-9.9% | $3,653-36.0% | $2,440-4.2% |
| Participant deferral / active EE | $5,870 | $3,128+87.7% | $4,236+38.6% | $3,607+62.7% |
| Admin fee / account holder | $2,943 | $4,251-30.8% | $5,794-49.2% | $5,124-42.6% |