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 | $29,336 | $57,281-48.8% | $86,612-66.1% | $75,163-61.0% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 23.74% | 2670.75%-2647.0pp | 591.07%-567.3pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,581 | $2,314+11.5% | $3,022-14.6% | $2,670-3.3% |
| Participant deferral / active EE | $4,699 | $3,318+41.6% | $4,438+5.9% | $4,125+13.9% |
| Admin fee / account holder | $950 | $4,112-76.9% | $5,614-83.1% | $5,651-83.2% |