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 | $40,740 | $197,591-79.4% | $177,821-77.1% | $158,922-74.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 9.10% | 58.76%-49.7pp | 48.32%-39.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,810 | $6,697-73.0% | $5,918-69.4% | $4,761-62.0% |
| Participant deferral / active EE | $6,625 | $8,405-21.2% | $7,714-14.1% | $5,982+10.8% |
| Admin fee / account holder | $3,462 | $15,399-77.5% | $12,427-72.1% | $11,246-69.2% |