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 | $28,897 | $107,334-73.1% | $92,893-68.9% | $152,861-81.1% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 31.88% | 145.58%-113.7pp | 109.41%-77.5pp | 345.32%-313.4pp |
| Employer contribution / active EE | $824 | $4,221-80.5% | $3,653-77.5% | $4,762-82.7% |
| Participant deferral / active EE | $6,126 | $4,845+26.4% | $4,236+44.6% | $5,850+4.7% |
| Admin fee / account holder | $6,097 | $7,079-13.9% | $5,794+5.2% | $11,596-47.4% |