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 | $39,456 | $112,881-65.0% | $90,951-56.6% | $158,922-75.2% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 13.61% | 215.79%-202.2pp | 134.60%-121.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,151 | $2,893-60.2% | $2,122-45.8% | $4,761-75.8% |
| Participant deferral / active EE | $1,732 | $4,128-58.0% | $3,373-48.6% | $5,982-71.0% |
| Admin fee / account holder | $4,971 | $8,041-38.2% | $5,959-16.6% | $11,246-55.8% |