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 7-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 | $37,901 | $115,708-67.2% | $65,255-41.9% | $139,434-72.8% |
| Participation rate | 33.3% | 67.8%-34.5pp | 65.0%-31.6pp | 80.3%-47.0pp |
| Annual return | 15.26% | 31.19%-15.9pp | 47.35%-32.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $800 | $2,599-69.2% | $1,691-52.7% | $4,751-83.2% |
| Participant deferral / active EE | $1,610 | $4,240-62.0% | $2,831-43.1% | $6,710-76.0% |
| Admin fee / account holder | $480 | $6,698-92.8% | $4,112-88.3% | $11,403-95.8% |