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 | $28,848 | $77,419-62.7% | $69,455-58.5% | $152,861-81.1% |
| Participation rate | 39.1% | 78.1%-39.0pp | 74.6%-35.5pp | 82.4%-43.3pp |
| Annual return | 25.48% | 39.06%-13.6pp | 28.97%-3.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $956 | $3,315-71.2% | $2,779-65.6% | $4,762-79.9% |
| Participant deferral / active EE | $2,313 | $4,414-47.6% | $3,535-34.6% | $5,850-60.5% |
| Admin fee / account holder | $412 | $6,207-93.4% | $3,839-89.3% | $11,596-96.5% |