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 | $36,676 | $107,334-65.8% | $92,893-60.5% | $152,861-76.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 21.21% | 145.58%-124.4pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,054 | $4,221-75.0% | $3,653-71.2% | $4,762-77.9% |
| Participant deferral / active EE | $1,947 | $4,845-59.8% | $4,236-54.0% | $5,850-66.7% |
| Admin fee / account holder | $372 | $7,079-94.7% | $5,794-93.6% | $11,596-96.8% |