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 | $31,920 | $159,602-80.0% | $150,045-78.7% | $142,382-77.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 15.02% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,195 | $4,961-75.9% | $4,693-74.5% | $4,299-72.2% |
| Participant deferral / active EE | $3,289 | $8,310-60.4% | $7,997-58.9% | $6,507-49.5% |
| Admin fee / account holder | $22,359 | $14,846+50.6% | $13,435+66.4% | $12,624+77.1% |