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 | $38,814 | $65,041-40.3% | $90,951-57.3% | $79,858-51.4% |
| Participation rate | 47.6% | 61.6%-14.0pp | 69.0%-21.4pp | 69.6%-22.0pp |
| Annual return | 10.33% | 30.45%-20.1pp | 134.60%-124.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,536 | $1,247+23.2% | $2,122-27.6% | $2,471-37.8% |
| Participant deferral / active EE | $3,407 | $2,512+35.6% | $3,373+1.0% | $3,740-8.9% |
| Admin fee / account holder | $809 | $4,536-82.2% | $5,959-86.4% | $5,306-84.8% |