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 | $41,638 | $117,841-64.7% | $102,423-59.3% | $145,922-71.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.43% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,772 | $3,615-51.0% | $3,023-41.4% | $4,660-62.0% |
| Participant deferral / active EE | $20,931 | $5,731+265.2% | $5,053+314.2% | $6,688+213.0% |
| Admin fee / account holder | $15,587 | $13,326+17.0% | $9,451+64.9% | $13,397+16.3% |