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 | $19,348 | $110,257-82.5% | $96,544-80.0% | $139,434-86.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 11.99% | 26.32%-14.3pp | 25.84%-13.9pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,820 | $3,620-22.1% | $2,965-4.9% | $4,751-40.7% |
| Participant deferral / active EE | $6,941 | $5,548+25.1% | $4,851+43.1% | $6,710+3.4% |
| Admin fee / account holder | $10,412 | $11,591-10.2% | $8,252+26.2% | $11,403-8.7% |