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 4-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 | $36,987 | $118,450-68.8% | $98,439-62.4% | $139,434-73.5% |
| Participation rate | 23.1% | 77.4%-54.4pp | 75.2%-52.1pp | 80.3%-57.2pp |
| Annual return | 20.12% | 18.94%+1.2pp | 21.16%-1.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $773 | $3,609-78.6% | $3,048-74.7% | $4,751-83.7% |
| Participant deferral / active EE | $4,000 | $5,392-25.8% | $4,738-15.6% | $6,710-40.4% |
| Admin fee / account holder | $1,343 | $14,026-90.4% | $8,948-85.0% | $11,403-88.2% |