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 | $35,100 | $157,256-77.7% | $141,162-75.1% | $152,861-77.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 28.29% | 64.32%-36.0pp | 71.39%-43.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,218 | $5,261-57.8% | $4,735-53.2% | $4,762-53.4% |
| Participant deferral / active EE | $3,502 | $7,109-50.7% | $6,709-47.8% | $5,850-40.1% |
| Admin fee / account holder | $530 | $12,120-95.6% | $10,261-94.8% | $11,596-95.4% |