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 | $31,628 | $177,572-82.2% | $154,803-79.6% | $142,382-77.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,991 | $4,810-37.8% | $4,305-30.5% | $4,299-30.4% |
| Participant deferral / active EE | $8,532 | $6,272+36.0% | $5,540+54.0% | $6,507+31.1% |
| Admin fee / account holder | $4,410 | $16,786-73.7% | $14,329-69.2% | $12,624-65.1% |