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 8-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 | $41,782 | $112,096-62.7% | $95,952-56.5% | $158,922-73.7% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 13.44% | 171.09%-157.7pp | 91.61%-78.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $871 | $3,198-72.8% | $2,541-65.7% | $4,761-81.7% |
| Participant deferral / active EE | $5,615 | $4,784+17.4% | $4,167+34.8% | $5,982-6.1% |
| Admin fee / account holder | $389 | $10,130-96.2% | $6,795-94.3% | $11,246-96.5% |