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 | $36,106 | $99,877-63.9% | $84,966-57.5% | $145,922-75.3% |
| Participation rate | 69.6% | 74.1%-4.5pp | 67.5%+2.1pp | 80.3%-10.7pp |
| Annual return | 12.59% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,550 | $3,231-52.0% | $2,727-43.2% | $4,660-66.7% |
| Participant deferral / active EE | $3,242 | $5,291-38.7% | $4,519-28.3% | $6,688-51.5% |
| Admin fee / account holder | $5,182 | $7,248-28.5% | $6,149-15.7% | $13,397-61.3% |