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 | $38,232 | $96,635-60.4% | $86,612-55.9% | $139,434-72.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 18.33% | 106.41%-88.1pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,046 | $3,263-67.9% | $3,022-65.4% | $4,751-78.0% |
| Participant deferral / active EE | $1,046 | $4,836-78.4% | $4,438-76.4% | $6,710-84.4% |
| Admin fee / account holder | $1,267 | $6,408-80.2% | $5,614-77.4% | $11,403-88.9% |