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 | $58,439 | $106,890-45.3% | $84,015-30.4% | $152,861-61.8% |
| Participation rate | 46.7% | 75.2%-28.6pp | 69.0%-22.3pp | 82.4%-35.8pp |
| Annual return | 20.01% | 104.99%-85.0pp | 71.31%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $388 | $2,734-85.8% | $1,983-80.4% | $4,762-91.8% |
| Participant deferral / active EE | $2,610 | $4,011-34.9% | $3,239-19.4% | $5,850-55.4% |
| Admin fee / account holder | $418 | $8,285-95.0% | $6,101-93.1% | $11,596-96.4% |