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 | $33,641 | $111,724-69.9% | $93,606-64.1% | $145,922-76.9% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 32.68% | 202.98%-170.3pp | 133.20%-100.5pp | 561.29%-528.6pp |
| Employer contribution / active EE | $591 | $3,090-80.9% | $2,420-75.6% | $4,660-87.3% |
| Participant deferral / active EE | $2,025 | $4,912-58.8% | $4,411-54.1% | $6,688-69.7% |
| Admin fee / account holder | $1,625 | $10,250-84.1% | $8,285-80.4% | $13,397-87.9% |