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 | $30,783 | $102,966-70.1% | $90,281-65.9% | $152,861-79.9% |
| Participation rate | 35.3% | 75.9%-40.6pp | 73.3%-38.0pp | 82.4%-47.2pp |
| Annual return | 20.38% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $988 | $3,139-68.5% | $2,854-65.4% | $4,762-79.2% |
| Participant deferral / active EE | $1,739 | $4,281-59.4% | $3,885-55.2% | $5,850-70.3% |
| Admin fee / account holder | $653 | $6,171-89.4% | $5,351-87.8% | $11,596-94.4% |