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 | $30,891 | $58,512-47.2% | $84,015-63.2% | $72,985-57.7% |
| Participation rate | 60.5% | 61.2%-0.8pp | 69.0%-8.5pp | 69.5%-9.0pp |
| Annual return | 22.13% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,878 | $1,163+61.5% | $1,983-5.3% | $2,440-23.0% |
| Participant deferral / active EE | $3,783 | $2,394+58.0% | $3,239+16.8% | $3,607+4.9% |
| Admin fee / account holder | $1,387 | $4,569-69.6% | $6,101-77.3% | $5,124-72.9% |