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 | $35,778 | $149,734-76.1% | $118,925-69.9% | $158,922-77.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | 12.15% | 19.95%-7.8pp | 35.88%-23.7pp | 302.83%-290.7pp |
| Employer contribution / active EE | $939 | $4,115-77.2% | $3,263-71.2% | $4,761-80.3% |
| Participant deferral / active EE | $1,409 | $5,223-73.0% | $4,265-67.0% | $5,982-76.5% |
| Admin fee / account holder | $333 | $8,603-96.1% | $6,581-94.9% | $11,246-97.0% |