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 | $28,259 | $102,828-72.5% | $105,387-73.2% | $152,861-81.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 24.53% | 20.85%+3.7pp | 26.82%-2.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,140 | $4,473-52.2% | $4,213-49.2% | $4,762-55.1% |
| Participant deferral / active EE | $4,594 | $5,465-15.9% | $5,502-16.5% | $5,850-21.5% |
| Admin fee / account holder | $4,718 | $8,683-45.7% | $6,559-28.1% | $11,596-59.3% |