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 | $39,564 | $108,172-63.4% | $77,482-48.9% | $158,922-75.1% |
| Participation rate | 41.7% | 64.4%-22.8pp | 54.2%-12.5pp | 82.0%-40.3pp |
| Annual return | 12.79% | 31.67%-18.9pp | 54.79%-42.0pp | 302.83%-290.0pp |
| Employer contribution / active EE | $525 | $1,325-60.3% | $986-46.7% | $4,761-89.0% |
| Participant deferral / active EE | $1,381 | $2,456-43.8% | $1,861-25.8% | $5,982-76.9% |
| Admin fee / account holder | $486 | $3,708-86.9% | $2,858-83.0% | $11,246-95.7% |