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 | $31,611 | $85,766-63.1% | $136,294-76.8% | $70,131-54.9% |
| Participation rate | 53.6% | 74.2%-20.5pp | 81.9%-28.3pp | 69.5%-15.9pp |
| Annual return | 20.90% | 31.45%-10.6pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,032 | $2,966-65.2% | $4,695-78.0% | $2,342-55.9% |
| Participant deferral / active EE | $4,580 | $5,051-9.3% | $6,247-26.7% | $3,332+37.5% |
| Admin fee / account holder | $455 | $5,420-91.6% | $9,243-95.1% | $4,645-90.2% |