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 | $29,595 | $217,402-86.4% | $185,823-84.1% | $167,490-82.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.01% | 148.36%-133.4pp | 122.05%-107.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,598 | $5,873-55.8% | $5,167-49.7% | $4,837-46.3% |
| Participant deferral / active EE | $5,418 | $6,356-14.8% | $5,568-2.7% | $6,341-14.6% |
| Admin fee / account holder | $5,008 | $19,811-74.7% | $16,237-69.2% | $12,309-59.3% |