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 | $28,959 | $107,334-73.0% | $92,893-68.8% | $152,861-81.1% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 32.19% | 145.58%-113.4pp | 109.41%-77.2pp | 345.32%-313.1pp |
| Employer contribution / active EE | $753 | $4,221-82.2% | $3,653-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $2,765 | $4,845-42.9% | $4,236-34.7% | $5,850-52.7% |
| Admin fee / account holder | $349 | $7,079-95.1% | $5,794-94.0% | $11,596-97.0% |