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 5-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 | $30,653 | $99,877-69.3% | $84,966-63.9% | $145,922-79.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 12.52% | 83.76%-71.2pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $970 | $3,231-70.0% | $2,727-64.4% | $4,660-79.2% |
| Participant deferral / active EE | $1,155 | $5,291-78.2% | $4,519-74.4% | $6,688-82.7% |
| Admin fee / account holder | $362 | $7,248-95.0% | $6,149-94.1% | $13,397-97.3% |