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 | $32,588 | $126,574-74.3% | $106,213-69.3% | $145,922-77.7% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 9.85% | 224.79%-214.9pp | 116.14%-106.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,546 | $3,730-58.6% | $3,171-51.2% | $4,660-66.8% |
| Participant deferral / active EE | $2,986 | $5,724-47.8% | $5,016-40.5% | $6,688-55.4% |
| Admin fee / account holder | $11,481 | $17,304-33.7% | $11,033+4.1% | $13,397-14.3% |