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 | $59,793 | $118,450-49.5% | $98,439-39.3% | $139,434-57.1% |
| Participation rate | 28.6% | 77.4%-48.9pp | 75.2%-46.6pp | 80.3%-51.7pp |
| Annual return | 19.90% | 18.94%+1.0pp | 21.16%-1.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,587 | $3,609-28.3% | $3,048-15.1% | $4,751-45.5% |
| Participant deferral / active EE | $9,165 | $5,392+70.0% | $4,738+93.4% | $6,710+36.6% |
| Admin fee / account holder | $50,933 | $14,026+263.1% | $8,948+469.2% | $11,403+346.7% |