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 | $54,271 | $80,724-32.8% | $103,333-47.5% | $74,495-27.1% |
| Participation rate | 53.8% | 65.7%-11.9pp | 74.5%-20.7pp | 67.2%-13.4pp |
| Annual return | 11.60% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,831 | $3,157-10.3% | $3,868-26.8% | $2,623+7.9% |
| Participant deferral / active EE | $2,890 | $3,860-25.1% | $5,057-42.9% | $4,346-33.5% |
| Admin fee / account holder | $5,738 | $2,368+142.3% | $8,355-31.3% | $1,942+195.5% |