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 | $40,072 | $109,327-63.3% | $89,391-55.2% | $158,922-74.8% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 7.06% | 345.68%-338.6pp | 245.62%-238.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $476 | $3,170-85.0% | $2,586-81.6% | $4,761-90.0% |
| Participant deferral / active EE | $845 | $4,598-81.6% | $3,890-78.3% | $5,982-85.9% |
| Admin fee / account holder | $615 | $6,153-90.0% | $4,881-87.4% | $11,246-94.5% |