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 | $49,235 | $96,484-49.0% | $156,263-68.5% | $74,304-33.7% |
| Participation rate | 66.4% | 67.7%-1.3pp | 78.9%-12.6pp | 60.3%+6.0pp |
| Annual return | 15.01% | 17.73%-2.7pp | 59.47%-44.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,276 | $2,528-49.5% | $4,333-70.6% | $2,241-43.1% |
| Participant deferral / active EE | $2,730 | $4,286-36.3% | $6,158-55.7% | $3,767-27.5% |
| Admin fee / account holder | $6,658 | $3,728+78.6% | $14,255-53.3% | $2,969+124.3% |