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 9-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 | $40,525 | $100,901-59.8% | $75,670-46.4% | $147,584-72.5% |
| Participation rate | 42.9% | 77.1%-34.3pp | 72.3%-29.5pp | 82.8%-40.0pp |
| Annual return | 14.78% | 35.78%-21.0pp | 27.34%-12.6pp | 578.55%-563.8pp |
| Employer contribution / active EE | $600 | $3,253-81.6% | $2,352-74.5% | $4,876-87.7% |
| Participant deferral / active EE | $1,403 | $4,027-65.2% | $3,142-55.4% | $5,439-74.2% |
| Admin fee / account holder | $859 | $11,285-92.4% | $5,800-85.2% | $10,885-92.1% |