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 | $34,795 | $228,332-84.8% | $185,823-81.3% | $158,922-78.1% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 8.34% | 40.80%-32.5pp | 35.95%-27.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,141 | $4,967-77.0% | $4,087-72.1% | $4,761-76.0% |
| Participant deferral / active EE | $2,756 | $6,415-57.0% | $5,632-51.1% | $5,982-53.9% |
| Admin fee / account holder | $9,295 | $11,864-21.7% | $9,500-2.2% | $11,246-17.3% |