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 | $46,387 | $107,334-56.8% | $92,893-50.1% | $152,861-69.7% |
| Participation rate | 31.8% | 79.8%-48.0pp | 76.0%-44.2pp | 82.4%-50.6pp |
| Annual return | 22.17% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $814 | $4,221-80.7% | $3,653-77.7% | $4,762-82.9% |
| Participant deferral / active EE | $2,019 | $4,845-58.3% | $4,236-52.4% | $5,850-65.5% |
| Admin fee / account holder | $893 | $7,079-87.4% | $5,794-84.6% | $11,596-92.3% |