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 | $32,327 | $226,064-85.7% | $182,532-82.3% | $152,861-78.9% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.0%-14.8pp | 82.4%-19.3pp |
| Annual return | 16.23% | 192.51%-176.3pp | 148.54%-132.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,177 | $4,978-76.4% | $4,076-71.1% | $4,762-75.3% |
| Participant deferral / active EE | $5,086 | $6,368-20.1% | $5,524-7.9% | $5,850-13.1% |
| Admin fee / account holder | $321 | $10,703-97.0% | $8,592-96.3% | $11,596-97.2% |