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 | $44,824 | $91,552-51.0% | $133,956-66.5% | $79,858-43.9% |
| Participation rate | 61.1% | 73.3%-12.2pp | 79.8%-18.7pp | 69.6%-8.5pp |
| Annual return | 15.80% | 61.85%-46.0pp | 45.09%-29.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,992 | $2,384-16.4% | $3,919-49.2% | $2,471-19.4% |
| Participant deferral / active EE | $6,534 | $3,733+75.0% | $5,048+29.4% | $3,740+74.7% |
| Admin fee / account holder | $11,485 | $6,321+81.7% | $8,927+28.7% | $5,306+116.4% |