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 | $63,951 | $93,571-31.7% | $135,903-52.9% | $75,163-14.9% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 31.08% | 30.90%+0.2pp | 68.23%-37.1pp | 160.62%-129.5pp |
| Employer contribution / active EE | $3,939 | $3,537+11.4% | $4,856-18.9% | $2,670+47.5% |
| Participant deferral / active EE | $16,397 | $6,404+156.0% | $7,758+111.4% | $4,125+297.5% |
| Admin fee / account holder | $16,555 | $6,975+137.3% | $10,762+53.8% | $5,651+193.0% |