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 3-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 | $34,678 | $77,899-55.5% | $149,673-76.8% | $75,163-53.9% |
| Participation rate | 18.8% | 65.6%-46.8pp | 78.8%-60.0pp | 67.2%-48.4pp |
| Annual return | 76.53% | 31.72%+44.8pp | 134.42%-57.9pp | 160.62%-84.1pp |
| Employer contribution / active EE | $900 | $3,137-71.3% | $4,818-81.3% | $2,670-66.3% |
| Participant deferral / active EE | $1,495 | $3,411-56.2% | $5,680-73.7% | $4,125-63.8% |
| Admin fee / account holder | $883 | $5,956-85.2% | $13,210-93.3% | $5,651-84.4% |