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 | $38,588 | $162,781-76.3% | $133,956-71.2% | $158,922-75.7% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 12.24% | 41.94%-29.7pp | 45.09%-32.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,820 | $4,975-63.4% | $3,919-53.6% | $4,761-61.8% |
| Participant deferral / active EE | $4,333 | $5,911-26.7% | $5,048-14.2% | $5,982-27.6% |
| Admin fee / account holder | $1,705 | $11,736-85.5% | $8,927-80.9% | $11,246-84.8% |