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 | $37,165 | $85,202-56.4% | $172,739-78.5% | $72,985-49.1% |
| Participation rate | 58.0% | 70.1%-12.1pp | 82.6%-24.6pp | 69.5%-11.5pp |
| Annual return | 24.40% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,064 | $3,324-37.9% | $5,143-59.9% | $2,440-15.4% |
| Participant deferral / active EE | $3,427 | $3,260+5.1% | $5,198-34.1% | $3,607-5.0% |
| Admin fee / account holder | $411 | $5,884-93.0% | $13,954-97.1% | $5,124-92.0% |