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 | $38,187 | $81,632-53.2% | $70,449-45.8% | $158,922-76.0% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 16.19% | 208.40%-192.2pp | 109.03%-92.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,637 | $3,217-49.1% | $2,737-40.2% | $4,761-65.6% |
| Participant deferral / active EE | $1,915 | $4,554-58.0% | $3,709-48.4% | $5,982-68.0% |
| Admin fee / account holder | $9,108 | $6,193+47.1% | $3,845+136.9% | $11,246-19.0% |