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 9-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 | $22,110 | $107,334-79.4% | $92,893-76.2% | $152,861-85.5% |
| Participation rate | 43.5% | 79.8%-36.3pp | 76.0%-32.5pp | 82.4%-39.0pp |
| Annual return | 28.76% | 145.58%-116.8pp | 109.41%-80.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $800 | $4,221-81.0% | $3,653-78.1% | $4,762-83.2% |
| Participant deferral / active EE | $2,755 | $4,845-43.1% | $4,236-35.0% | $5,850-52.9% |
| Admin fee / account holder | $325 | $7,079-95.4% | $5,794-94.4% | $11,596-97.2% |