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 | $43,647 | $109,327-60.1% | $89,391-51.2% | $158,922-72.5% |
| Participation rate | 23.5% | 74.3%-50.7pp | 68.0%-44.4pp | 82.0%-58.4pp |
| Annual return | 16.03% | 345.68%-329.6pp | 245.62%-229.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $702 | $3,170-77.8% | $2,586-72.8% | $4,761-85.2% |
| Participant deferral / active EE | $849 | $4,598-81.5% | $3,890-78.2% | $5,982-85.8% |
| Admin fee / account holder | $656 | $6,153-89.3% | $4,881-86.6% | $11,246-94.2% |