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 | $34,847 | $111,301-68.7% | $112,977-69.2% | $158,922-78.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.6%-32.6pp | 82.0%-32.0pp |
| Annual return | 13.62% | 26.40%-12.8pp | 24.24%-10.6pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,721 | $4,471-61.5% | $4,255-59.5% | $4,761-63.8% |
| Participant deferral / active EE | $3,226 | $5,880-45.1% | $5,836-44.7% | $5,982-46.1% |
| Admin fee / account holder | $442 | $8,392-94.7% | $6,294-93.0% | $11,246-96.1% |