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 | $42,920 | $99,020-56.7% | $86,590-50.4% | $147,584-70.9% |
| Participation rate | 68.2% | 76.3%-8.2pp | 73.5%-5.4pp | 82.8%-14.6pp |
| Annual return | 20.79% | 1312.34%-1291.5pp | 964.84%-944.0pp | 578.55%-557.8pp |
| Employer contribution / active EE | $630 | $3,132-79.9% | $2,839-77.8% | $4,876-87.1% |
| Participant deferral / active EE | $2,371 | $3,972-40.3% | $3,609-34.3% | $5,439-56.4% |
| Admin fee / account holder | $422 | $5,710-92.6% | $4,906-91.4% | $10,885-96.1% |