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 9-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 | $34,320 | $107,334-68.0% | $92,893-63.1% | $152,861-77.5% |
| Participation rate | 31.8% | 79.8%-48.0pp | 76.0%-44.2pp | 82.4%-50.6pp |
| Annual return | 28.42% | 145.58%-117.2pp | 109.41%-81.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,303 | $4,221-69.1% | $3,653-64.3% | $4,762-72.6% |
| Participant deferral / active EE | $2,650 | $4,845-45.3% | $4,236-37.4% | $5,850-54.7% |
| Admin fee / account holder | $1,768 | $7,079-75.0% | $5,794-69.5% | $11,596-84.8% |