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 5-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 | $52,739 | $85,022-38.0% | $70,515-25.2% | $139,434-62.2% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 13.76% | 30.38%-16.6pp | 32.77%-19.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,239 | $3,909-42.7% | $2,973-24.7% | $4,751-52.9% |
| Participant deferral / active EE | $5,683 | $5,890-3.5% | $4,567+24.5% | $6,710-15.3% |
| Admin fee / account holder | $815 | $8,906-90.9% | $6,412-87.3% | $11,403-92.9% |