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 | $36,818 | $118,849-69.0% | $96,562-61.9% | $167,490-78.0% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.8%-15.3pp | 82.1%-27.6pp |
| Annual return | 17.30% | 50.49%-33.2pp | 37.78%-20.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,160 | $3,120-62.8% | $2,356-50.8% | $4,837-76.0% |
| Participant deferral / active EE | $1,695 | $4,616-63.3% | $3,849-55.9% | $6,341-73.3% |
| Admin fee / account holder | $1,086 | $8,065-86.5% | $6,181-82.4% | $12,309-91.2% |