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 | $31,995 | $58,512-45.3% | $84,015-61.9% | $72,985-56.2% |
| Participation rate | 58.7% | 61.2%-2.5pp | 69.0%-10.3pp | 69.5%-10.8pp |
| Annual return | 22.74% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,871 | $1,163+60.9% | $1,983-5.7% | $2,440-23.3% |
| Participant deferral / active EE | $3,715 | $2,394+55.2% | $3,239+14.7% | $3,607+3.0% |
| Admin fee / account holder | $1,289 | $4,569-71.8% | $6,101-78.9% | $5,124-74.8% |