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 | $38,304 | $210,648-81.8% | $177,989-78.5% | $145,922-73.8% |
| Participation rate | 65.2% | 80.8%-15.5pp | 77.1%-11.9pp | 80.3%-15.1pp |
| Annual return | 15.19% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $757 | $4,565-83.4% | $3,949-80.8% | $4,660-83.8% |
| Participant deferral / active EE | $3,329 | $6,958-52.2% | $6,276-47.0% | $6,688-50.2% |
| Admin fee / account holder | $1,321 | $12,013-89.0% | $10,363-87.3% | $13,397-90.1% |