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 | $38,016 | $232,540-83.7% | $185,117-79.5% | $147,584-74.2% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 20.65% | 43.03%-22.4pp | 40.50%-19.8pp | 578.55%-557.9pp |
| Employer contribution / active EE | $687 | $5,195-86.8% | $4,182-83.6% | $4,876-85.9% |
| Participant deferral / active EE | $1,116 | $5,834-80.9% | $5,045-77.9% | $5,439-79.5% |
| Admin fee / account holder | $638 | $10,275-93.8% | $8,159-92.2% | $10,885-94.1% |