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 | $33,211 | $104,907-68.3% | $84,611-60.7% | $152,861-78.3% |
| Participation rate | 47.6% | 74.8%-27.2pp | 68.2%-20.6pp | 82.4%-34.8pp |
| Annual return | 21.00% | 373.79%-352.8pp | 258.74%-237.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,320 | $3,302-60.0% | $2,652-50.2% | $4,762-72.3% |
| Participant deferral / active EE | $2,040 | $4,688-56.5% | $3,899-47.7% | $5,850-65.1% |
| Admin fee / account holder | $329 | $6,241-94.7% | $4,912-93.3% | $11,596-97.2% |