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 | $55,834 | $99,079-43.6% | $77,999-28.4% | $273,961-79.6% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.5%-42.2pp | 83.0%-49.7pp |
| Annual return | 21.83% | 217.93%-196.1pp | 425.96%-404.1pp | 41.45%-19.6pp |
| Employer contribution / active EE | $544 | $3,308-83.5% | $2,470-78.0% | $4,869-88.8% |
| Participant deferral / active EE | $6,000 | $4,306+39.3% | $3,497+71.6% | $5,287+13.5% |
| Admin fee / account holder | $700 | $8,954-92.2% | $5,480-87.2% | $10,132-93.1% |