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 | $36,875 | $106,890-65.5% | $84,015-56.1% | $152,861-75.9% |
| Participation rate | 38.9% | 75.2%-36.4pp | 69.0%-30.1pp | 82.4%-43.6pp |
| Annual return | 24.01% | 104.99%-81.0pp | 71.31%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $622 | $2,734-77.2% | $1,983-68.6% | $4,762-86.9% |
| Participant deferral / active EE | $1,582 | $4,011-60.6% | $3,239-51.1% | $5,850-73.0% |
| Admin fee / account holder | $2,184 | $8,285-73.6% | $6,101-64.2% | $11,596-81.2% |