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 | $33,898 | $84,233-59.8% | $170,442-80.1% | $70,131-51.7% |
| Participation rate | 61.5% | 70.8%-9.3pp | 83.6%-22.1pp | 69.5%-8.0pp |
| Annual return | 18.41% | 23.06%-4.6pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,653 | $3,387-51.2% | $5,433-69.6% | $2,342-29.4% |
| Participant deferral / active EE | $3,590 | $3,086+16.3% | $4,939-27.3% | $3,332+7.8% |
| Admin fee / account holder | $821 | $5,698-85.6% | $13,880-94.1% | $4,645-82.3% |