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 | $40,879 | $85,202-52.0% | $172,739-76.3% | $72,985-44.0% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.6%-13.7pp | 69.5%-0.5pp |
| Annual return | 22.48% | 27.32%-4.8pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $5,189 | $3,324+56.1% | $5,143+0.9% | $2,440+112.7% |
| Participant deferral / active EE | $3,272 | $3,260+0.4% | $5,198-37.0% | $3,607-9.3% |
| Admin fee / account holder | $577 | $5,884-90.2% | $13,954-95.9% | $5,124-88.7% |