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 | $31,114 | $152,587-79.6% | $125,175-75.1% | $152,861-79.6% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 44.36% | 54.84%-10.5pp | 43.79%+0.6pp | 345.32%-301.0pp |
| Employer contribution / active EE | $1,183 | $4,946-76.1% | $3,865-69.4% | $4,762-75.2% |
| Participant deferral / active EE | $3,717 | $5,868-36.7% | $4,937-24.7% | $5,850-36.5% |
| Admin fee / account holder | $2,491 | $13,434-81.5% | $9,702-74.3% | $11,596-78.5% |