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 | $32,044 | $154,117-79.2% | $129,995-75.4% | $139,434-77.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 16.46% | 32.48%-16.0pp | -137.18%+153.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,199 | $5,289-77.3% | $4,320-72.3% | $4,751-74.8% |
| Participant deferral / active EE | $4,465 | $6,710-33.5% | $5,820-23.3% | $6,710-33.5% |
| Admin fee / account holder | $2,363 | $14,007-83.1% | $10,614-77.7% | $11,403-79.3% |