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 | $39,039 | $154,117-74.7% | $129,995-70.0% | $139,434-72.0% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-16.9pp | 80.3%-18.8pp |
| Annual return | 13.82% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,786 | $5,289-47.3% | $4,320-35.5% | $4,751-41.4% |
| Participant deferral / active EE | $5,831 | $6,710-13.1% | $5,820+0.2% | $6,710-13.1% |
| Admin fee / account holder | $17,344 | $14,007+23.8% | $10,614+63.4% | $11,403+52.1% |