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 | $35,588 | $165,335-78.5% | $149,696-76.2% | $158,922-77.6% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 27.29% | 348.15%-320.9pp | 276.60%-249.3pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,117 | $5,103-58.5% | $4,644-54.4% | $4,761-55.5% |
| Participant deferral / active EE | $7,230 | $7,181+0.7% | $6,842+5.7% | $5,982+20.9% |
| Admin fee / account holder | $1,403 | $10,807-87.0% | $9,309-84.9% | $11,246-87.5% |