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 | $37,574 | $89,355-58.0% | $141,162-73.4% | $72,985-48.5% |
| Participation rate | 66.0% | 75.1%-9.1pp | 82.5%-16.5pp | 69.5%-3.5pp |
| Annual return | 20.65% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,098 | $3,114+31.6% | $4,735-13.4% | $2,440+68.0% |
| Participant deferral / active EE | $7,836 | $5,418+44.6% | $6,709+16.8% | $3,607+117.2% |
| Admin fee / account holder | $4,431 | $5,958-25.6% | $10,261-56.8% | $5,124-13.5% |