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 | $28,766 | $210,648-86.3% | $177,989-83.8% | $145,922-80.3% |
| Participation rate | 26.7% | 80.8%-54.1pp | 77.1%-50.4pp | 80.3%-53.6pp |
| Annual return | 10.40% | 385.86%-375.5pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $966 | $4,565-78.8% | $3,949-75.5% | $4,660-79.3% |
| Participant deferral / active EE | $1,881 | $6,958-73.0% | $6,276-70.0% | $6,688-71.9% |
| Admin fee / account holder | $8,383 | $12,013-30.2% | $10,363-19.1% | $13,397-37.4% |