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 | $31,485 | $152,587-79.4% | $125,175-74.8% | $152,861-79.4% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.4%-37.0pp |
| Annual return | 31.03% | 54.84%-23.8pp | 43.79%-12.8pp | 345.32%-314.3pp |
| Employer contribution / active EE | $2,785 | $4,946-43.7% | $3,865-27.9% | $4,762-41.5% |
| Participant deferral / active EE | $4,389 | $5,868-25.2% | $4,937-11.1% | $5,850-25.0% |
| Admin fee / account holder | $22,679 | $13,434+68.8% | $9,702+133.8% | $11,596+95.6% |