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 | $26,720 | $117,841-77.3% | $102,423-73.9% | $145,922-81.7% |
| Participation rate | 65.2% | 78.6%-13.4pp | 76.5%-11.3pp | 80.3%-15.1pp |
| Annual return | 16.77% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,245 | $3,615-37.9% | $3,023-25.8% | $4,660-51.8% |
| Participant deferral / active EE | $4,954 | $5,731-13.6% | $5,053-2.0% | $6,688-25.9% |
| Admin fee / account holder | $772 | $13,326-94.2% | $9,451-91.8% | $13,397-94.2% |