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 | $53,320 | $89,753-40.6% | $107,525-50.4% | $84,808-37.1% |
| Participation rate | 65.3% | 68.1%-2.8pp | 75.1%-9.8pp | 68.3%-3.0pp |
| Annual return | 19.77% | 29.48%-9.7pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,835 | $3,113-8.9% | $3,754-24.5% | $2,631+7.8% |
| Participant deferral / active EE | $5,449 | $4,056+34.3% | $5,116+6.5% | $4,212+29.4% |
| Admin fee / account holder | $3,752 | $7,222-48.1% | $8,919-57.9% | $7,344-48.9% |