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 | $32,144 | $112,096-71.3% | $95,952-66.5% | $158,922-79.8% |
| Participation rate | 47.6% | 79.0%-31.4pp | 77.1%-29.5pp | 82.0%-34.3pp |
| Annual return | 15.98% | 171.09%-155.1pp | 91.61%-75.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,377 | $3,198-56.9% | $2,541-45.8% | $4,761-71.1% |
| Participant deferral / active EE | $3,321 | $4,784-30.6% | $4,167-20.3% | $5,982-44.5% |
| Admin fee / account holder | $947 | $10,130-90.7% | $6,795-86.1% | $11,246-91.6% |