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 | $29,015 | $107,334-73.0% | $92,893-68.8% | $152,861-81.0% |
| Participation rate | 47.6% | 79.8%-32.2pp | 76.0%-28.4pp | 82.4%-34.8pp |
| Annual return | 21.80% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,133 | $4,221-73.2% | $3,653-69.0% | $4,762-76.2% |
| Participant deferral / active EE | $2,265 | $4,845-53.2% | $4,236-46.5% | $5,850-61.3% |
| Admin fee / account holder | $1,854 | $7,079-73.8% | $5,794-68.0% | $11,596-84.0% |