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 | $37,749 | $69,207-45.5% | $64,056-41.1% | $139,434-72.9% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 10.14% | 45.88%-35.7pp | 33.69%-23.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $791 | $3,182-75.1% | $2,747-71.2% | $4,751-83.3% |
| Participant deferral / active EE | $7,933 | $4,682+69.5% | $3,880+104.5% | $6,710+18.2% |
| Admin fee / account holder | $12,789 | $4,244+201.3% | $3,068+316.8% | $11,403+12.2% |