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 | $22,389 | $104,907-78.7% | $84,611-73.5% | $152,861-85.4% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 25.85% | 373.79%-347.9pp | 258.74%-232.9pp | 345.32%-319.5pp |
| Employer contribution / active EE | $447 | $3,302-86.4% | $2,652-83.1% | $4,762-90.6% |
| Participant deferral / active EE | $953 | $4,688-79.7% | $3,899-75.6% | $5,850-83.7% |
| Admin fee / account holder | $341 | $6,241-94.5% | $4,912-93.1% | $11,596-97.1% |