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 | $31,932 | $106,890-70.1% | $84,015-62.0% | $152,861-79.1% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.4%-28.6pp |
| Annual return | 30.36% | 104.99%-74.6pp | 71.31%-41.0pp | 345.32%-315.0pp |
| Employer contribution / active EE | $802 | $2,734-70.7% | $1,983-59.6% | $4,762-83.2% |
| Participant deferral / active EE | $2,886 | $4,011-28.1% | $3,239-10.9% | $5,850-50.7% |
| Admin fee / account holder | $3,035 | $8,285-63.4% | $6,101-50.3% | $11,596-73.8% |