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 | $52,333 | $89,753-41.7% | $107,525-51.3% | $84,808-38.3% |
| Participation rate | 37.6% | 68.1%-30.4pp | 75.1%-37.4pp | 68.3%-30.7pp |
| Annual return | 16.23% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,203 | $3,113-61.4% | $3,754-68.0% | $2,631-54.3% |
| Participant deferral / active EE | $2,178 | $4,056-46.3% | $5,116-57.4% | $4,212-48.3% |
| Admin fee / account holder | $8,887 | $7,222+23.1% | $8,919-0.4% | $7,344+21.0% |