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 | $35,481 | $104,974-66.2% | $95,585-62.9% | $142,382-75.1% |
| Participation rate | 44.4% | 75.0%-30.5pp | 72.1%-27.6pp | 80.1%-35.7pp |
| Annual return | 16.41% | 210.33%-193.9pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $861 | $2,779-69.0% | $2,527-65.9% | $4,299-80.0% |
| Participant deferral / active EE | $960 | $4,352-77.9% | $4,023-76.1% | $6,507-85.3% |
| Admin fee / account holder | $683 | $6,386-89.3% | $6,127-88.9% | $12,624-94.6% |