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 | $33,984 | $112,096-69.7% | $95,952-64.6% | $158,922-78.6% |
| Participation rate | 36.8% | 79.0%-42.1pp | 77.1%-40.2pp | 82.0%-45.1pp |
| Annual return | 13.22% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $913 | $3,198-71.4% | $2,541-64.1% | $4,761-80.8% |
| Participant deferral / active EE | $1,623 | $4,784-66.1% | $4,167-61.1% | $5,982-72.9% |
| Admin fee / account holder | $342 | $10,130-96.6% | $6,795-95.0% | $11,246-97.0% |