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 | $45,813 | $89,753-49.0% | $107,525-57.4% | $84,808-46.0% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 14.87% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,420 | $3,113+9.8% | $3,754-8.9% | $2,631+30.0% |
| Participant deferral / active EE | $8,188 | $4,056+101.9% | $5,116+60.1% | $4,212+94.4% |
| Admin fee / account holder | $19,486 | $7,222+169.8% | $8,919+118.5% | $7,344+165.3% |