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 | $34,255 | $110,502-69.0% | $80,716-57.6% | $167,490-79.5% |
| Participation rate | 23.5% | 64.0%-40.4pp | 54.2%-30.6pp | 82.1%-58.6pp |
| Annual return | 13.29% | 120.54%-107.2pp | 87.28%-74.0pp | 478.56%-465.3pp |
| Employer contribution / active EE | $680 | $1,543-55.9% | $1,160-41.4% | $4,837-85.9% |
| Participant deferral / active EE | $986 | $2,871-65.7% | $2,146-54.1% | $6,341-84.5% |
| Admin fee / account holder | $310 | $4,545-93.2% | $3,380-90.8% | $12,309-97.5% |