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 | $34,811 | $56,114-38.0% | $96,139-63.8% | $85,850-59.5% |
| Participation rate | 55.8% | 56.7%-0.9pp | 68.4%-12.6pp | 69.3%-13.5pp |
| Annual return | 16.44% | 42.30%-25.9pp | 191.94%-175.5pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,915 | $1,620+18.3% | $2,797-31.5% | $2,565-25.3% |
| Participant deferral / active EE | $2,692 | $2,859-5.9% | $4,349-38.1% | $3,952-31.9% |
| Admin fee / account holder | $828 | $3,768-78.0% | $5,537-85.0% | $6,260-86.8% |