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 | $52,711 | $93,571-43.7% | $135,903-61.2% | $75,163-29.9% |
| Participation rate | 60.3% | 75.2%-14.9pp | 81.9%-21.6pp | 67.2%-6.9pp |
| Annual return | 19.66% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,673 | $3,537-24.4% | $4,856-45.0% | $2,670+0.1% |
| Participant deferral / active EE | $4,888 | $6,404-23.7% | $7,758-37.0% | $4,125+18.5% |
| Admin fee / account holder | $3,381 | $6,975-51.5% | $10,762-68.6% | $5,651-40.2% |