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 | $35,208 | $101,069-65.2% | $81,478-56.8% | $147,584-76.1% |
| Participation rate | 64.7% | 74.5%-9.7pp | 68.0%-3.3pp | 82.8%-18.1pp |
| Annual return | 14.48% | 32.40%-17.9pp | 38.78%-24.3pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,224 | $3,205-61.8% | $2,568-52.3% | $4,876-74.9% |
| Participant deferral / active EE | $1,336 | $4,242-68.5% | $3,537-62.2% | $5,439-75.4% |
| Admin fee / account holder | $641 | $5,812-89.0% | $4,561-85.9% | $10,885-94.1% |