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 | $39,227 | $46,553-15.7% | $64,056-38.8% | $75,163-47.8% |
| Participation rate | 67.4% | 65.9%+1.4pp | 72.3%-4.9pp | 67.2%+0.2pp |
| Annual return | 13.16% | 26.03%-12.9pp | 33.69%-20.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,244 | $1,974+13.7% | $2,747-18.3% | $2,670-15.9% |
| Participant deferral / active EE | $4,783 | $2,837+68.6% | $3,880+23.3% | $4,125+16.0% |
| Admin fee / account holder | $656 | $2,952-77.8% | $3,068-78.6% | $5,651-88.4% |