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 | $29,837 | $183,519-83.7% | $155,509-80.8% | $145,922-79.6% |
| Participation rate | 58.8% | 82.7%-23.8pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 13.81% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,688 | $5,313-68.2% | $4,672-63.9% | $4,660-63.8% |
| Participant deferral / active EE | $4,800 | $6,462-25.7% | $5,626-14.7% | $6,688-28.2% |
| Admin fee / account holder | $3,150 | $19,313-83.7% | $15,912-80.2% | $13,397-76.5% |