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 | $37,124 | $202,432-81.7% | $169,368-78.1% | $139,434-73.4% |
| Participation rate | 45.5% | 81.1%-35.6pp | 77.1%-31.7pp | 80.3%-34.9pp |
| Annual return | 29.88% | 531.74%-501.9pp | 405.60%-375.7pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,740 | $4,692-62.9% | $4,013-56.6% | $4,751-63.4% |
| Participant deferral / active EE | $2,731 | $6,938-60.6% | $6,221-56.1% | $6,710-59.3% |
| Admin fee / account holder | $2,827 | $10,708-73.6% | $9,003-68.6% | $11,403-75.2% |