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 | $31,981 | $96,484-66.9% | $75,886-57.9% | $152,861-79.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.4%-49.1pp |
| Annual return | 40.89% | 33.98%+6.9pp | 30.76%+10.1pp | 345.32%-304.4pp |
| Employer contribution / active EE | $808 | $3,309-75.6% | $2,500-67.7% | $4,762-83.0% |
| Participant deferral / active EE | $2,341 | $4,553-48.6% | $3,603-35.0% | $5,850-60.0% |
| Admin fee / account holder | $4,366 | $8,078-46.0% | $5,418-19.4% | $11,596-62.4% |