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 | $38,284 | $202,432-81.1% | $169,368-77.4% | $139,434-72.5% |
| Participation rate | 58.3% | 81.1%-22.7pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 15.79% | 531.74%-515.9pp | 405.60%-389.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,320 | $4,692-71.9% | $4,013-67.1% | $4,751-72.2% |
| Participant deferral / active EE | $1,505 | $6,938-78.3% | $6,221-75.8% | $6,710-77.6% |
| Admin fee / account holder | $6,277 | $10,708-41.4% | $9,003-30.3% | $11,403-44.9% |