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 | $38,616 | $81,460-52.6% | $103,333-62.6% | $80,856-52.2% |
| Participation rate | 65.1% | 66.8%-1.7pp | 74.5%-9.4pp | 67.6%-2.5pp |
| Annual return | 13.94% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,579 | $3,105-17.0% | $3,868-33.3% | $2,755-6.4% |
| Participant deferral / active EE | $5,633 | $3,869+45.6% | $5,057+11.4% | $4,296+31.1% |
| Admin fee / account holder | $4,475 | $6,566-31.8% | $8,355-46.4% | $6,918-35.3% |