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 | $24,586 | $112,096-78.1% | $95,952-74.4% | $158,922-84.5% |
| Participation rate | 61.9% | 79.0%-17.1pp | 77.1%-15.2pp | 82.0%-20.1pp |
| Annual return | 23.59% | 171.09%-147.5pp | 91.61%-68.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $831 | $3,198-74.0% | $2,541-67.3% | $4,761-82.5% |
| Participant deferral / active EE | $3,003 | $4,784-37.2% | $4,167-27.9% | $5,982-49.8% |
| Admin fee / account holder | $982 | $10,130-90.3% | $6,795-85.6% | $11,246-91.3% |