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 | $45,548 | $101,069-54.9% | $81,478-44.1% | $147,584-69.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 20.00% | 32.40%-12.4pp | 38.78%-18.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,626 | $3,205-18.1% | $2,568+2.3% | $4,876-46.2% |
| Participant deferral / active EE | $4,855 | $4,242+14.5% | $3,537+37.3% | $5,439-10.7% |
| Admin fee / account holder | $2,003 | $5,812-65.5% | $4,561-56.1% | $10,885-81.6% |