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 | $30,713 | $95,561-67.9% | $77,163-60.2% | $139,434-78.0% |
| Participation rate | 38.9% | 73.9%-35.1pp | 69.6%-30.7pp | 80.3%-41.4pp |
| Annual return | 13.71% | 54.92%-41.2pp | 37.87%-24.2pp | 372.94%-359.2pp |
| Employer contribution / active EE | $974 | $3,147-69.0% | $2,535-61.6% | $4,751-79.5% |
| Participant deferral / active EE | $2,305 | $4,624-50.1% | $3,833-39.9% | $6,710-65.6% |
| Admin fee / account holder | $674 | $8,295-91.9% | $5,472-87.7% | $11,403-94.1% |