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 | $36,952 | $201,272-81.6% | $184,203-79.9% | $145,922-74.7% |
| Participation rate | 64.7% | 87.5%-22.8pp | 86.8%-22.1pp | 80.3%-15.6pp |
| Annual return | 10.67% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,958 | $7,022-72.1% | $6,427-69.5% | $4,660-58.0% |
| Participant deferral / active EE | $3,253 | $9,806-66.8% | $9,131-64.4% | $6,688-51.4% |
| Admin fee / account holder | $31,451 | $16,364+92.2% | $13,901+126.3% | $13,397+134.8% |