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 | $36,975 | $176,377-79.0% | $134,143-72.4% | $158,922-76.7% |
| Participation rate | 41.7% | 78.7%-37.0pp | 72.2%-30.5pp | 82.0%-40.3pp |
| Annual return | 13.04% | 63.63%-50.6pp | 36.33%-23.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $933 | $5,040-81.5% | $3,704-74.8% | $4,761-80.4% |
| Participant deferral / active EE | $1,675 | $4,091-59.1% | $3,499-52.1% | $5,982-72.0% |
| Admin fee / account holder | $356 | $8,718-95.9% | $6,684-94.7% | $11,246-96.8% |