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 | $25,501 | $79,449-67.9% | $189,557-86.5% | $85,850-70.3% |
| Participation rate | 69.2% | 66.0%+3.2pp | 78.4%-9.2pp | 69.3%-0.1pp |
| Annual return | 17.46% | 18.45%-1.0pp | 64.17%-46.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,633 | $2,081-21.5% | $4,412-63.0% | $2,565-36.4% |
| Participant deferral / active EE | $2,735 | $4,051-32.5% | $6,174-55.7% | $3,952-30.8% |
| Admin fee / account holder | $683 | $5,377-87.3% | $9,807-93.0% | $6,260-89.1% |