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 | $30,341 | $177,572-82.9% | $154,803-80.4% | $142,382-78.7% |
| Participation rate | 57.9% | 82.1%-24.2pp | 78.1%-20.2pp | 80.1%-22.2pp |
| Annual return | 19.62% | 65.07%-45.4pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,370 | $4,810-71.5% | $4,305-68.2% | $4,299-68.1% |
| Participant deferral / active EE | $2,299 | $6,272-63.3% | $5,540-58.5% | $6,507-64.7% |
| Admin fee / account holder | $538 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |