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 | $35,871 | $185,822-80.7% | $169,993-78.9% | $139,434-74.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 11.01% | 60.50%-49.5pp | 53.37%-42.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $12,624 | $7,590+66.3% | $6,785+86.0% | $4,751+165.7% |
| Participant deferral / active EE | $22,719 | $11,622+95.5% | $10,408+118.3% | $6,710+238.6% |
| Admin fee / account holder | $58,393 | $15,381+279.7% | $12,815+355.7% | $11,403+412.1% |