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 | $34,884 | $165,912-79.0% | $122,332-71.5% | $147,584-76.4% |
| Participation rate | 69.2% | 79.6%-10.3pp | 71.6%-2.4pp | 82.8%-13.6pp |
| Annual return | 14.15% | 34.55%-20.4pp | 30.27%-16.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,030 | $5,754-64.7% | $4,050-49.9% | $4,876-58.4% |
| Participant deferral / active EE | $2,516 | $4,005-37.2% | $3,287-23.4% | $5,439-53.7% |
| Admin fee / account holder | $4,315 | $7,424-41.9% | $5,478-21.2% | $10,885-60.4% |