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 | $31,639 | $102,966-69.3% | $90,281-65.0% | $152,861-79.3% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.4%-20.5pp |
| Annual return | 21.76% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,091 | $3,139-65.2% | $2,854-61.8% | $4,762-77.1% |
| Participant deferral / active EE | $2,142 | $4,281-50.0% | $3,885-44.9% | $5,850-63.4% |
| Admin fee / account holder | $10,725 | $6,171+73.8% | $5,351+100.4% | $11,596-7.5% |