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 8-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 | $52,416 | $51,175+2.4% | $70,515-25.7% | $75,163-30.3% |
| Participation rate | 58.7% | 60.9%-2.2pp | 68.3%-9.7pp | 67.2%-8.5pp |
| Annual return | 19.28% | 30.02%-10.7pp | 32.77%-13.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,440 | $1,826+33.6% | $2,973-17.9% | $2,670-8.6% |
| Participant deferral / active EE | $5,507 | $2,849+93.3% | $4,567+20.6% | $4,125+33.5% |
| Admin fee / account holder | $922 | $4,091-77.5% | $6,412-85.6% | $5,651-83.7% |