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 | $34,437 | $138,044-75.1% | $125,339-72.5% | $134,475-74.4% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.5pp | 81.2%-22.4pp |
| Annual return | 9.01% | 750.33%-741.3pp | 572.05%-563.0pp | 417.96%-409.0pp |
| Employer contribution / active EE | $2,150 | $5,243-59.0% | $4,814-55.3% | $4,740-54.6% |
| Participant deferral / active EE | $5,220 | $7,799-33.1% | $7,446-29.9% | $6,400-18.4% |
| Admin fee / account holder | $3,889 | $11,571-66.4% | $10,010-61.1% | $11,426-66.0% |