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 | $31,010 | $106,890-71.0% | $84,015-63.1% | $152,861-79.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 22.64% | 104.99%-82.4pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,103 | $2,734-59.7% | $1,983-44.4% | $4,762-76.8% |
| Participant deferral / active EE | $3,541 | $4,011-11.7% | $3,239+9.3% | $5,850-39.5% |
| Admin fee / account holder | $739 | $8,285-91.1% | $6,101-87.9% | $11,596-93.6% |