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 | $31,732 | $98,750-67.9% | $149,696-78.8% | $79,858-60.3% |
| Participation rate | 27.3% | 75.8%-48.5pp | 82.5%-55.2pp | 69.6%-42.4pp |
| Annual return | 24.53% | 27.43%-2.9pp | 276.60%-252.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,102 | $3,216-65.8% | $4,644-76.3% | $2,471-55.4% |
| Participant deferral / active EE | $4,553 | $5,680-19.8% | $6,842-33.5% | $3,740+21.7% |
| Admin fee / account holder | $2,978 | $6,053-50.8% | $9,309-68.0% | $5,306-43.9% |