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 | $25,483 | $96,128-73.5% | $136,007-81.3% | $80,856-68.5% |
| Participation rate | 66.7% | 71.2%-4.6pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 16.60% | 28.71%-12.1pp | 579.32%-562.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,393 | $3,351-58.4% | $4,217-67.0% | $2,755-49.4% |
| Participant deferral / active EE | $2,754 | $5,709-51.8% | $7,025-60.8% | $4,296-35.9% |
| Admin fee / account holder | $2,430 | $8,236-70.5% | $6,858-64.6% | $6,918-64.9% |