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 | $26,835 | $85,766-68.7% | $136,294-80.3% | $70,131-61.7% |
| Participation rate | 69.1% | 74.2%-5.1pp | 81.9%-12.8pp | 69.5%-0.5pp |
| Annual return | 33.45% | 31.45%+2.0pp | 5155.94%-5122.5pp | 73.14%-39.7pp |
| Employer contribution / active EE | $1,840 | $2,966-38.0% | $4,695-60.8% | $2,342-21.5% |
| Participant deferral / active EE | $2,893 | $5,051-42.7% | $6,247-53.7% | $3,332-13.2% |
| Admin fee / account holder | $1,039 | $5,420-80.8% | $9,243-88.8% | $4,645-77.6% |