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 | $51,433 | $79,449-35.3% | $189,557-72.9% | $85,850-40.1% |
| Participation rate | 55.6% | 66.0%-10.4pp | 78.4%-22.9pp | 69.3%-13.8pp |
| Annual return | 15.11% | 18.45%-3.3pp | 64.17%-49.1pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,329 | $2,081+11.9% | $4,412-47.2% | $2,565-9.2% |
| Participant deferral / active EE | $4,920 | $4,051+21.4% | $6,174-20.3% | $3,952+24.5% |
| Admin fee / account holder | $9,246 | $5,377+71.9% | $9,807-5.7% | $6,260+47.7% |