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 | $38,133 | $98,750-61.4% | $149,696-74.5% | $79,858-52.2% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.5%-14.7pp | 69.6%-1.9pp |
| Annual return | 18.88% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,296 | $3,216-59.7% | $4,644-72.1% | $2,471-47.5% |
| Participant deferral / active EE | $2,766 | $5,680-51.3% | $6,842-59.6% | $3,740-26.0% |
| Admin fee / account holder | $1,514 | $6,053-75.0% | $9,309-83.7% | $5,306-71.5% |