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 | $37,828 | $110,502-65.8% | $80,716-53.1% | $167,490-77.4% |
| Participation rate | 29.4% | 64.0%-34.6pp | 54.2%-24.8pp | 82.1%-52.7pp |
| Annual return | 11.65% | 120.54%-108.9pp | 87.28%-75.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,107 | $1,543-28.3% | $1,160-4.6% | $4,837-77.1% |
| Participant deferral / active EE | $3,985 | $2,871+38.8% | $2,146+85.7% | $6,341-37.2% |
| Admin fee / account holder | $604 | $4,545-86.7% | $3,380-82.1% | $12,309-95.1% |