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 7-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 | $36,866 | $210,648-82.5% | $177,989-79.3% | $145,922-74.7% |
| Participation rate | 57.9% | 80.8%-22.9pp | 77.1%-19.2pp | 80.3%-22.4pp |
| Annual return | 15.36% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $726 | $4,565-84.1% | $3,949-81.6% | $4,660-84.4% |
| Participant deferral / active EE | $3,116 | $6,958-55.2% | $6,276-50.4% | $6,688-53.4% |
| Admin fee / account holder | $1,975 | $12,013-83.6% | $10,363-80.9% | $13,397-85.3% |