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 | $39,784 | $115,882-65.7% | $100,516-60.4% | $158,922-75.0% |
| Participation rate | 64.3% | 81.6%-17.3pp | 79.4%-15.1pp | 82.0%-17.7pp |
| Annual return | 11.73% | 34.79%-23.1pp | 30.89%-19.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $851 | $4,103-79.2% | $3,418-75.1% | $4,761-82.1% |
| Participant deferral / active EE | $2,236 | $6,674-66.5% | $6,270-64.3% | $5,982-62.6% |
| Admin fee / account holder | $18,031 | $10,995+64.0% | $8,081+123.1% | $11,246+60.3% |