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 | $30,179 | $232,540-87.0% | $185,117-83.7% | $147,584-79.6% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 19.77% | 43.03%-23.3pp | 40.50%-20.7pp | 578.55%-558.8pp |
| Employer contribution / active EE | $406 | $5,195-92.2% | $4,182-90.3% | $4,876-91.7% |
| Participant deferral / active EE | $4,091 | $5,834-29.9% | $5,045-18.9% | $5,439-24.8% |
| Admin fee / account holder | $456 | $10,275-95.6% | $8,159-94.4% | $10,885-95.8% |