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 | $28,143 | $109,327-74.3% | $89,391-68.5% | $158,922-82.3% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 8.80% | 345.68%-336.9pp | 245.62%-236.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $867 | $3,170-72.6% | $2,586-66.5% | $4,761-81.8% |
| Participant deferral / active EE | $1,700 | $4,598-63.0% | $3,890-56.3% | $5,982-71.6% |
| Admin fee / account holder | $9,507 | $6,153+54.5% | $4,881+94.8% | $11,246-15.5% |