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 5-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 | $40,575 | $111,724-63.7% | $93,606-56.7% | $145,922-72.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 12.04% | 202.98%-190.9pp | 133.20%-121.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $983 | $3,090-68.2% | $2,420-59.4% | $4,660-78.9% |
| Participant deferral / active EE | $2,010 | $4,912-59.1% | $4,411-54.4% | $6,688-69.9% |
| Admin fee / account holder | $1,450 | $10,250-85.9% | $8,285-82.5% | $13,397-89.2% |