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 | $34,068 | $109,982-69.0% | $97,226-65.0% | $145,922-76.7% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.4pp | 80.3%-21.9pp |
| Annual return | 10.84% | 242.90%-232.1pp | 75.13%-64.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,171 | $3,084+2.8% | $2,729+16.2% | $4,660-31.9% |
| Participant deferral / active EE | $7,454 | $4,676+59.4% | $4,264+74.8% | $6,688+11.5% |
| Admin fee / account holder | $106,254 | $6,221+1608.1% | $5,654+1779.4% | $13,397+693.1% |