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 | $37,262 | $104,907-64.5% | $84,611-56.0% | $152,861-75.6% |
| Participation rate | 69.2% | 74.8%-5.6pp | 68.2%+1.0pp | 82.4%-13.2pp |
| Annual return | 21.36% | 373.79%-352.4pp | 258.74%-237.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,298 | $3,302-60.7% | $2,652-51.0% | $4,762-72.7% |
| Participant deferral / active EE | $1,312 | $4,688-72.0% | $3,899-66.3% | $5,850-77.6% |
| Admin fee / account holder | $320 | $6,241-94.9% | $4,912-93.5% | $11,596-97.2% |