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 | $39,041 | $152,587-74.4% | $125,175-68.8% | $152,861-74.5% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.4%-29.5pp |
| Annual return | 25.96% | 54.84%-28.9pp | 43.79%-17.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,457 | $4,946-30.1% | $3,865-10.6% | $4,762-27.4% |
| Participant deferral / active EE | $7,408 | $5,868+26.2% | $4,937+50.1% | $5,850+26.6% |
| Admin fee / account holder | $14,316 | $13,434+6.6% | $9,702+47.6% | $11,596+23.4% |