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 | $36,554 | $179,726-79.7% | $156,263-76.6% | $142,382-74.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 12.88% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,977 | $5,069-41.3% | $4,333-31.3% | $4,299-30.8% |
| Participant deferral / active EE | $4,811 | $6,956-30.8% | $6,158-21.9% | $6,507-26.1% |
| Admin fee / account holder | $173,934 | $17,272+907.0% | $14,255+1120.2% | $12,624+1277.8% |