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 | $42,222 | $93,571-54.9% | $135,903-68.9% | $75,163-43.8% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-18.9pp | 67.2%-4.2pp |
| Annual return | 22.47% | 30.90%-8.4pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,280 | $3,537-35.5% | $4,856-53.1% | $2,670-14.6% |
| Participant deferral / active EE | $5,179 | $6,404-19.1% | $7,758-33.2% | $4,125+25.5% |
| Admin fee / account holder | $1,999 | $6,975-71.3% | $10,762-81.4% | $5,651-64.6% |