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 | $46,353 | $175,202-73.5% | $149,673-69.0% | $139,434-66.8% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 30.09% | 166.71%-136.6pp | 134.42%-104.3pp | 372.94%-342.9pp |
| Employer contribution / active EE | $3,551 | $5,474-35.1% | $4,818-26.3% | $4,751-25.3% |
| Participant deferral / active EE | $10,067 | $6,519+54.4% | $5,680+77.2% | $6,710+50.0% |
| Admin fee / account holder | $2,117 | $16,150-86.9% | $13,210-84.0% | $11,403-81.4% |