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 | $43,059 | $176,377-75.6% | $134,143-67.9% | $158,922-72.9% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 18.34% | 63.63%-45.3pp | 36.33%-18.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $669 | $5,040-86.7% | $3,704-81.9% | $4,761-86.0% |
| Participant deferral / active EE | $1,044 | $4,091-74.5% | $3,499-70.2% | $5,982-82.6% |
| Admin fee / account holder | $306 | $8,718-96.5% | $6,684-95.4% | $11,246-97.3% |