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 | $41,465 | $201,272-79.4% | $184,203-77.5% | $145,922-71.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.04% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,400 | $7,022-65.8% | $6,427-62.7% | $4,660-48.5% |
| Participant deferral / active EE | $6,770 | $9,806-31.0% | $9,131-25.9% | $6,688+1.2% |
| Admin fee / account holder | $3,641 | $16,364-77.7% | $13,901-73.8% | $13,397-72.8% |