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 | $29,238 | $99,079-70.5% | $77,999-62.5% | $273,961-89.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 7.70% | 217.93%-210.2pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,168 | $3,308-34.4% | $2,470-12.2% | $4,869-55.5% |
| Participant deferral / active EE | $4,060 | $4,306-5.7% | $3,497+16.1% | $5,287-23.2% |
| Admin fee / account holder | $682 | $8,954-92.4% | $5,480-87.5% | $10,132-93.3% |