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 | $37,664 | $110,257-65.8% | $96,544-61.0% | $139,434-73.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 16.71% | 26.32%-9.6pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,709 | $3,620+30.1% | $2,965+58.8% | $4,751-0.9% |
| Participant deferral / active EE | $9,362 | $5,548+68.7% | $4,851+93.0% | $6,710+39.5% |
| Admin fee / account holder | $331 | $11,591-97.1% | $8,252-96.0% | $11,403-97.1% |