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 | $54,192 | $91,552-40.8% | $133,956-59.5% | $79,858-32.1% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | 14.28% | 61.85%-47.6pp | 45.09%-30.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,164 | $2,384-9.2% | $3,919-44.8% | $2,471-12.4% |
| Participant deferral / active EE | $4,419 | $3,733+18.4% | $5,048-12.5% | $3,740+18.2% |
| Admin fee / account holder | $27,260 | $6,321+331.3% | $8,927+205.4% | $5,306+413.7% |