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 | $40,484 | $115,882-65.1% | $100,516-59.7% | $158,922-74.5% |
| Participation rate | 65.0% | 81.6%-16.6pp | 79.4%-14.4pp | 82.0%-17.0pp |
| Annual return | 12.49% | 34.79%-22.3pp | 30.89%-18.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,194 | $4,103-46.5% | $3,418-35.8% | $4,761-53.9% |
| Participant deferral / active EE | $3,368 | $6,674-49.5% | $6,270-46.3% | $5,982-43.7% |
| Admin fee / account holder | $5,562 | $10,995-49.4% | $8,081-31.2% | $11,246-50.5% |