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 6-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 | $30,151 | $74,888-59.7% | $71,209-57.7% | $142,382-78.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 16.62% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $534 | $2,854-81.3% | $2,721-80.4% | $4,299-87.6% |
| Participant deferral / active EE | $2,655 | $4,454-40.4% | $4,175-36.4% | $6,507-59.2% |
| Admin fee / account holder | $568 | $5,568-89.8% | $5,349-89.4% | $12,624-95.5% |