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 | $33,617 | $135,952-75.3% | $123,892-72.9% | $273,961-87.7% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 36.57% | 56.63%-20.1pp | 47.52%-10.9pp | 41.45%-4.9pp |
| Employer contribution / active EE | $1,402 | $5,170-72.9% | $4,617-69.6% | $4,869-71.2% |
| Participant deferral / active EE | $3,174 | $6,343-50.0% | $5,984-47.0% | $5,287-40.0% |
| Admin fee / account holder | $1,218 | $9,817-87.6% | $8,357-85.4% | $10,132-88.0% |