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 | $24,405 | $107,334-77.3% | $92,893-73.7% | $152,861-84.0% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.0%-10.8pp | 82.4%-17.2pp |
| Annual return | 18.95% | 145.58%-126.6pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,176 | $4,221-72.1% | $3,653-67.8% | $4,762-75.3% |
| Participant deferral / active EE | $1,745 | $4,845-64.0% | $4,236-58.8% | $5,850-70.2% |
| Admin fee / account holder | $2,422 | $7,079-65.8% | $5,794-58.2% | $11,596-79.1% |