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 | $30,533 | $89,355-65.8% | $141,162-78.4% | $72,985-58.2% |
| Participation rate | 58.5% | 75.1%-16.6pp | 82.5%-23.9pp | 69.5%-10.9pp |
| Annual return | 19.86% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,153 | $3,114-30.9% | $4,735-54.5% | $2,440-11.8% |
| Participant deferral / active EE | $2,460 | $5,418-54.6% | $6,709-63.3% | $3,607-31.8% |
| Admin fee / account holder | $2,177 | $5,958-63.5% | $10,261-78.8% | $5,124-57.5% |