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 | $30,283 | $84,233-64.0% | $170,442-82.2% | $70,131-56.8% |
| Participation rate | 44.8% | 70.8%-26.0pp | 83.6%-38.8pp | 69.5%-24.7pp |
| Annual return | 19.63% | 23.06%-3.4pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,142 | $3,387-66.3% | $5,433-79.0% | $2,342-51.2% |
| Participant deferral / active EE | $1,530 | $3,086-50.4% | $4,939-69.0% | $3,332-54.1% |
| Admin fee / account holder | $330 | $5,698-94.2% | $13,880-97.6% | $4,645-92.9% |