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 5-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 | $47,110 | $39,019+20.7% | $80,716-41.6% | $85,850-45.1% |
| Participation rate | 46.2% | 41.5%+4.6pp | 54.2%-8.0pp | 69.3%-23.2pp |
| Annual return | 11.67% | 26.27%-14.6pp | 87.28%-75.6pp | 318.53%-306.9pp |
| Employer contribution / active EE | $755 | $722+4.6% | $1,160-34.9% | $2,565-70.6% |
| Participant deferral / active EE | $2,163 | $1,326+63.2% | $2,146+0.8% | $3,952-45.3% |
| Admin fee / account holder | $4,561 | $2,431+87.6% | $3,380+34.9% | $6,260-27.1% |