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 | $47,770 | $106,515-55.2% | $96,683-50.6% | $139,434-65.7% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 21.67% | 38.43%-16.8pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,555 | $4,103-62.1% | $3,737-58.4% | $4,751-67.3% |
| Participant deferral / active EE | $2,998 | $5,454-45.0% | $4,878-38.5% | $6,710-55.3% |
| Admin fee / account holder | $1,078 | $7,877-86.3% | $6,730-84.0% | $11,403-90.5% |