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 | $34,037 | $86,944-60.9% | $107,525-68.3% | $74,304-54.2% |
| Participation rate | 67.4% | 59.6%+7.9pp | 75.1%-7.7pp | 60.3%+7.1pp |
| Annual return | 17.61% | 23.52%-5.9pp | 181.32%-163.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,686 | $2,757-38.8% | $3,754-55.1% | $2,241-24.8% |
| Participant deferral / active EE | $2,069 | $3,554-41.8% | $5,116-59.6% | $3,767-45.1% |
| Admin fee / account holder | $7,991 | $3,727+114.4% | $8,919-10.4% | $2,969+169.2% |