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 | $33,912 | $114,381-70.4% | $107,525-68.5% | $142,382-76.2% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.1%-45.7pp | 80.1%-50.7pp |
| Annual return | 14.36% | 242.71%-228.3pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,250 | $4,015-68.9% | $3,754-66.7% | $4,299-70.9% |
| Participant deferral / active EE | $2,713 | $5,564-51.2% | $5,116-47.0% | $6,507-58.3% |
| Admin fee / account holder | $21,573 | $9,860+118.8% | $8,919+141.9% | $12,624+70.9% |