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 | $30,208 | $106,890-71.7% | $84,015-64.0% | $152,861-80.2% |
| Participation rate | 55.0% | 75.2%-20.2pp | 69.0%-14.0pp | 82.4%-27.4pp |
| Annual return | 24.24% | 104.99%-80.7pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $750 | $2,734-72.6% | $1,983-62.2% | $4,762-84.2% |
| Participant deferral / active EE | $1,570 | $4,011-60.9% | $3,239-51.5% | $5,850-73.2% |
| Admin fee / account holder | $4,467 | $8,285-46.1% | $6,101-26.8% | $11,596-61.5% |