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 | $37,256 | $113,935-67.3% | $94,224-60.5% | $125,391-70.3% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 243.76% | 5.29%+238.5pp | 10.68%+233.1pp | 282.22%-38.5pp |
| Employer contribution / active EE | $3,036 | $4,727-35.8% | $3,587-15.4% | $4,866-37.6% |
| Participant deferral / active EE | $5,398 | $5,179+4.2% | $4,320+24.9% | $5,352+0.9% |
| Admin fee / account holder | $895 | $8,391-89.3% | $6,269-85.7% | $9,540-90.6% |