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 | $57,688 | $109,359-47.2% | $162,163-64.4% | $72,985-21.0% |
| Participation rate | 69.8% | 84.3%-14.4pp | 87.6%-17.7pp | 69.5%+0.3pp |
| Annual return | 20.50% | 25.46%-5.0pp | 115.59%-95.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,437 | $3,907-37.6% | $5,614-56.6% | $2,440-0.1% |
| Participant deferral / active EE | $4,515 | $5,481-17.6% | $7,298-38.1% | $3,607+25.2% |
| Admin fee / account holder | $4,256 | $7,972-46.6% | $10,843-60.7% | $5,124-16.9% |