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 | $32,364 | $98,750-67.2% | $149,696-78.4% | $79,858-59.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 21.64% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,770 | $3,216-45.0% | $4,644-61.9% | $2,471-28.4% |
| Participant deferral / active EE | $3,048 | $5,680-46.3% | $6,842-55.4% | $3,740-18.5% |
| Admin fee / account holder | $2,150 | $6,053-64.5% | $9,309-76.9% | $5,306-59.5% |