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 | $30,906 | $95,416-67.6% | $185,823-83.4% | $85,850-64.0% |
| Participation rate | 56.3% | 68.8%-12.4pp | 81.7%-25.4pp | 69.3%-13.0pp |
| Annual return | 15.28% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,206 | $3,314-33.4% | $5,167-57.3% | $2,565-14.0% |
| Participant deferral / active EE | $2,880 | $3,423-15.9% | $5,568-48.3% | $3,952-27.1% |
| Admin fee / account holder | $4,938 | $7,213-31.5% | $16,237-69.6% | $6,260-21.1% |