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 | $33,419 | $89,355-62.6% | $141,162-76.3% | $72,985-54.2% |
| Participation rate | 56.3% | 75.1%-18.9pp | 82.5%-26.2pp | 69.5%-13.2pp |
| Annual return | 21.99% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,705 | $3,114-13.1% | $4,735-42.9% | $2,440+10.9% |
| Participant deferral / active EE | $6,019 | $5,418+11.1% | $6,709-10.3% | $3,607+66.8% |
| Admin fee / account holder | $8,624 | $5,958+44.7% | $10,261-16.0% | $5,124+68.3% |