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 | $31,010 | $107,334-71.1% | $92,893-66.6% | $152,861-79.7% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.4%-51.7pp |
| Annual return | 23.75% | 145.58%-121.8pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,068 | $4,221-74.7% | $3,653-70.7% | $4,762-77.6% |
| Participant deferral / active EE | $2,931 | $4,845-39.5% | $4,236-30.8% | $5,850-49.9% |
| Admin fee / account holder | $465 | $7,079-93.4% | $5,794-92.0% | $11,596-96.0% |