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 | $35,601 | $109,881-67.6% | $150,045-76.3% | $84,808-58.0% |
| Participation rate | 51.9% | 76.1%-24.2pp | 82.3%-30.5pp | 68.3%-16.5pp |
| Annual return | 15.49% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,334 | $3,561-34.5% | $4,693-50.3% | $2,631-11.3% |
| Participant deferral / active EE | $5,391 | $6,636-18.8% | $7,997-32.6% | $4,212+28.0% |
| Admin fee / account holder | $3,473 | $8,568-59.5% | $13,435-74.2% | $7,344-52.7% |