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 | $35,861 | $107,934-66.8% | $91,989-61.0% | $152,861-76.5% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.4%-19.9pp |
| Annual return | 20.89% | 89.24%-68.4pp | 69.02%-48.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,813 | $4,210-56.9% | $3,452-47.5% | $4,762-61.9% |
| Participant deferral / active EE | $8,902 | $6,364+39.9% | $5,923+50.3% | $5,850+52.2% |
| Admin fee / account holder | $5,114 | $10,520-51.4% | $7,743-34.0% | $11,596-55.9% |