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 | $54,040 | $152,587-64.6% | $125,175-56.8% | $152,861-64.6% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.4%-29.5pp |
| Annual return | 24.27% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,130 | $4,946-77.2% | $3,865-70.8% | $4,762-76.3% |
| Participant deferral / active EE | $1,947 | $5,868-66.8% | $4,937-60.6% | $5,850-66.7% |
| Admin fee / account holder | $6,632 | $13,434-50.6% | $9,702-31.6% | $11,596-42.8% |