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 | $36,348 | $228,332-84.1% | $185,823-80.4% | $158,922-77.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 10.68% | 40.80%-30.1pp | 35.95%-25.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,970 | $4,967-60.3% | $4,087-51.8% | $4,761-58.6% |
| Participant deferral / active EE | $2,123 | $6,415-66.9% | $5,632-62.3% | $5,982-64.5% |
| Admin fee / account holder | $14,291 | $11,864+20.5% | $9,500+50.4% | $11,246+27.1% |