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 | $32,569 | $58,208-44.0% | $81,812-60.2% | $80,856-59.7% |
| Participation rate | 63.8% | 63.4%+0.4pp | 72.3%-8.6pp | 67.6%-3.8pp |
| Annual return | 13.39% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,360 | $2,340-41.9% | $2,912-53.3% | $2,755-50.6% |
| Participant deferral / active EE | $2,564 | $3,281-21.9% | $4,319-40.6% | $4,296-40.3% |
| Admin fee / account holder | $1,573 | $4,981-68.4% | $7,386-78.7% | $6,918-77.3% |