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 | $34,576 | $112,096-69.2% | $95,952-64.0% | $158,922-78.2% |
| Participation rate | 68.4% | 79.0%-10.6pp | 77.1%-8.7pp | 82.0%-13.5pp |
| Annual return | 7.46% | 171.09%-163.6pp | 91.61%-84.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,801 | $3,198-12.4% | $2,541+10.2% | $4,761-41.2% |
| Participant deferral / active EE | $6,025 | $4,784+26.0% | $4,167+44.6% | $5,982+0.7% |
| Admin fee / account holder | $16,014 | $10,130+58.1% | $6,795+135.7% | $11,246+42.4% |