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 | $33,097 | $99,985-66.9% | $146,665-77.4% | $85,850-61.4% |
| Participation rate | 69.2% | 73.1%-3.8pp | 80.1%-10.8pp | 69.3%-0.1pp |
| Annual return | 13.14% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,265 | $2,559-50.6% | $4,136-69.4% | $2,565-50.7% |
| Participant deferral / active EE | $4,112 | $4,006+2.7% | $5,506-25.3% | $3,952+4.1% |
| Admin fee / account holder | $6,710 | $7,702-12.9% | $10,280-34.7% | $6,260+7.2% |