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 | $63,128 | $84,233-25.1% | $170,442-63.0% | $70,131-10.0% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 20.84% | 23.06%-2.2pp | 205.93%-185.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $937 | $3,387-72.3% | $5,433-82.7% | $2,342-60.0% |
| Participant deferral / active EE | $4,074 | $3,086+32.0% | $4,939-17.5% | $3,332+22.3% |
| Admin fee / account holder | $677 | $5,698-88.1% | $13,880-95.1% | $4,645-85.4% |