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 | $30,384 | $102,616-70.4% | $81,983-62.9% | $158,922-80.9% |
| Participation rate | 68.8% | 75.5%-6.8pp | 69.2%-0.5pp | 82.0%-13.2pp |
| Annual return | 24.12% | 61.04%-36.9pp | 41.31%-17.2pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,253 | $3,240-61.3% | $2,498-49.9% | $4,761-73.7% |
| Participant deferral / active EE | $2,073 | $4,648-55.4% | $3,722-44.3% | $5,982-65.3% |
| Admin fee / account holder | $303 | $8,235-96.3% | $5,664-94.7% | $11,246-97.3% |