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 | $29,196 | $176,056-83.4% | $159,436-81.7% | $167,490-82.6% |
| Participation rate | 36.4% | 84.9%-48.6pp | 82.8%-46.5pp | 82.1%-45.7pp |
| Annual return | 11.68% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $4,605 | $5,297-13.1% | $4,829-4.7% | $4,837-4.8% |
| Participant deferral / active EE | $3,420 | $7,750-55.9% | $7,352-53.5% | $6,341-46.1% |
| Admin fee / account holder | $36,861 | $12,554+193.6% | $10,799+241.4% | $12,309+199.5% |