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 | $32,824 | $98,240-66.6% | $82,313-60.1% | $147,584-77.8% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 25.95% | 30.85%-4.9pp | 25.88%+0.1pp | 578.55%-552.6pp |
| Employer contribution / active EE | $3,597 | $3,192+12.7% | $2,428+48.1% | $4,876-26.2% |
| Participant deferral / active EE | $3,597 | $4,383-17.9% | $3,706-3.0% | $5,439-33.9% |
| Admin fee / account holder | $396 | $8,563-95.4% | $5,608-92.9% | $10,885-96.4% |