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 | $36,456 | $226,064-83.9% | $182,532-80.0% | $152,861-76.2% |
| Participation rate | 34.8% | 82.5%-47.7pp | 78.0%-43.2pp | 82.4%-47.7pp |
| Annual return | 20.36% | 192.51%-172.1pp | 148.54%-128.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $604 | $4,978-87.9% | $4,076-85.2% | $4,762-87.3% |
| Participant deferral / active EE | $2,577 | $6,368-59.5% | $5,524-53.3% | $5,850-55.9% |
| Admin fee / account holder | $27,676 | $10,703+158.6% | $8,592+222.1% | $11,596+138.7% |