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 | $34,481 | $95,416-63.9% | $185,823-81.4% | $85,850-59.8% |
| Participation rate | 39.6% | 68.8%-29.1pp | 81.7%-42.1pp | 69.3%-29.7pp |
| Annual return | 13.45% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,582 | $3,314-52.3% | $5,167-69.4% | $2,565-38.3% |
| Participant deferral / active EE | $3,597 | $3,423+5.1% | $5,568-35.4% | $3,952-9.0% |
| Admin fee / account holder | $1,906 | $7,213-73.6% | $16,237-88.3% | $6,260-69.6% |