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 | $27,504 | $106,515-74.2% | $96,683-71.6% | $139,434-80.3% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 14.14% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $871 | $4,103-78.8% | $3,737-76.7% | $4,751-81.7% |
| Participant deferral / active EE | $2,139 | $5,454-60.8% | $4,878-56.2% | $6,710-68.1% |
| Admin fee / account holder | $974 | $7,877-87.6% | $6,730-85.5% | $11,403-91.5% |