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 | $36,644 | $124,319-70.5% | $111,297-67.1% | $167,490-78.1% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 11.67% | 37.44%-25.8pp | 54.65%-43.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $985 | $3,435-71.3% | $2,731-63.9% | $4,837-79.6% |
| Participant deferral / active EE | $2,857 | $5,180-44.8% | $4,487-36.3% | $6,341-54.9% |
| Admin fee / account holder | $2,094 | $10,618-80.3% | $7,964-73.7% | $12,309-83.0% |