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 | $28,820 | $226,064-87.3% | $182,532-84.2% | $152,861-81.1% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.4%-19.9pp |
| Annual return | 22.10% | 192.51%-170.4pp | 148.54%-126.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,978 | $4,978-60.3% | $4,076-51.5% | $4,762-58.5% |
| Participant deferral / active EE | $5,448 | $6,368-14.4% | $5,524-1.4% | $5,850-6.9% |
| Admin fee / account holder | $6,264 | $10,703-41.5% | $8,592-27.1% | $11,596-46.0% |