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 | $23,620 | $104,907-77.5% | $84,611-72.1% | $152,861-84.5% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 16.10% | 373.79%-357.7pp | 258.74%-242.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,603 | $3,302-51.5% | $2,652-39.6% | $4,762-66.3% |
| Participant deferral / active EE | $2,004 | $4,688-57.3% | $3,899-48.6% | $5,850-65.8% |
| Admin fee / account holder | $9,027 | $6,241+44.6% | $4,912+83.8% | $11,596-22.2% |