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 | $35,948 | $85,022-57.7% | $70,515-49.0% | $139,434-74.2% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 50.37% | 30.38%+20.0pp | 32.77%+17.6pp | 372.94%-322.6pp |
| Employer contribution / active EE | $789 | $3,909-79.8% | $2,973-73.5% | $4,751-83.4% |
| Participant deferral / active EE | $1,279 | $5,890-78.3% | $4,567-72.0% | $6,710-80.9% |
| Admin fee / account holder | $624 | $8,906-93.0% | $6,412-90.3% | $11,403-94.5% |