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 | $34,335 | $154,117-77.7% | $129,995-73.6% | $139,434-75.4% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-16.9pp | 80.3%-18.8pp |
| Annual return | 16.63% | 32.48%-15.8pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,138 | $5,289-59.6% | $4,320-50.5% | $4,751-55.0% |
| Participant deferral / active EE | $2,880 | $6,710-57.1% | $5,820-50.5% | $6,710-57.1% |
| Admin fee / account holder | $540 | $14,007-96.1% | $10,614-94.9% | $11,403-95.3% |