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 | $40,111 | $95,561-58.0% | $77,163-48.0% | $139,434-71.2% |
| Participation rate | 54.2% | 73.9%-19.8pp | 69.6%-15.4pp | 80.3%-26.2pp |
| Annual return | 15.10% | 54.92%-39.8pp | 37.87%-22.8pp | 372.94%-357.8pp |
| Employer contribution / active EE | $986 | $3,147-68.7% | $2,535-61.1% | $4,751-79.2% |
| Participant deferral / active EE | $3,302 | $4,624-28.6% | $3,833-13.9% | $6,710-50.8% |
| Admin fee / account holder | $723 | $8,295-91.3% | $5,472-86.8% | $11,403-93.7% |