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 | $37,657 | $118,849-68.3% | $96,562-61.0% | $167,490-77.5% |
| Participation rate | 65.2% | 75.5%-10.3pp | 69.8%-4.6pp | 82.1%-16.9pp |
| Annual return | 22.77% | 50.49%-27.7pp | 37.78%-15.0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,382 | $3,120-55.7% | $2,356-41.4% | $4,837-71.4% |
| Participant deferral / active EE | $4,038 | $4,616-12.5% | $3,849+4.9% | $6,341-36.3% |
| Admin fee / account holder | $1,934 | $8,065-76.0% | $6,181-68.7% | $12,309-84.3% |