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 | $36,125 | $103,376-65.1% | $87,100-58.5% | $152,861-76.4% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 21.74% | 28.10%-6.4pp | 28.19%-6.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,348 | $3,220-58.1% | $2,521-46.5% | $4,762-71.7% |
| Participant deferral / active EE | $2,274 | $4,778-52.4% | $4,049-43.8% | $5,850-61.1% |
| Admin fee / account holder | $4,030 | $12,205-67.0% | $7,497-46.2% | $11,596-65.3% |