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 5-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 | $38,248 | $202,432-81.1% | $169,368-77.4% | $139,434-72.6% |
| Participation rate | 38.9% | 81.1%-42.2pp | 77.1%-38.3pp | 80.3%-41.4pp |
| Annual return | 23.81% | 531.74%-507.9pp | 405.60%-381.8pp | 372.94%-349.1pp |
| Employer contribution / active EE | $691 | $4,692-85.3% | $4,013-82.8% | $4,751-85.5% |
| Participant deferral / active EE | $2,418 | $6,938-65.1% | $6,221-61.1% | $6,710-64.0% |
| Admin fee / account holder | $673 | $10,708-93.7% | $9,003-92.5% | $11,403-94.1% |