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 | $27,287 | $148,534-81.6% | $135,903-79.9% | $139,434-80.4% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 20.13% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,208 | $5,243-77.0% | $4,856-75.1% | $4,751-74.6% |
| Participant deferral / active EE | $2,768 | $8,100-65.8% | $7,758-64.3% | $6,710-58.7% |
| Admin fee / account holder | $728 | $12,400-94.1% | $10,762-93.2% | $11,403-93.6% |