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 | $26,303 | $89,355-70.6% | $141,162-81.4% | $72,985-64.0% |
| Participation rate | 68.2% | 75.1%-6.9pp | 82.5%-14.3pp | 69.5%-1.3pp |
| Annual return | 45.13% | 111.85%-66.7pp | 71.39%-26.3pp | 81.00%-35.9pp |
| Employer contribution / active EE | $2,734 | $3,114-12.2% | $4,735-42.3% | $2,440+12.0% |
| Participant deferral / active EE | $4,967 | $5,418-8.3% | $6,709-26.0% | $3,607+37.7% |
| Admin fee / account holder | $612 | $5,958-89.7% | $10,261-94.0% | $5,124-88.1% |