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 | $35,110 | $176,056-80.1% | $159,436-78.0% | $167,490-79.0% |
| Participation rate | 46.7% | 84.9%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 12.19% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,554 | $5,297-70.7% | $4,829-67.8% | $4,837-67.9% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $9,420 | $12,554-25.0% | $10,799-12.8% | $12,309-23.5% |