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 | $34,589 | $232,540-85.1% | $185,117-81.3% | $147,584-76.6% |
| Participation rate | 55.6% | 82.4%-26.8pp | 77.3%-21.7pp | 82.8%-27.3pp |
| Annual return | 9.04% | 43.03%-34.0pp | 40.50%-31.5pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,819 | $5,195-65.0% | $4,182-56.5% | $4,876-62.7% |
| Participant deferral / active EE | $4,662 | $5,834-20.1% | $5,045-7.6% | $5,439-14.3% |
| Admin fee / account holder | $2,612 | $10,275-74.6% | $8,159-68.0% | $10,885-76.0% |