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 | $59,763 | $157,256-62.0% | $141,162-57.7% | $152,861-60.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.4%-20.9pp |
| Annual return | 25.29% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,038 | $5,261-80.3% | $4,735-78.1% | $4,762-78.2% |
| Participant deferral / active EE | $2,976 | $7,109-58.1% | $6,709-55.6% | $5,850-49.1% |
| Admin fee / account holder | $303 | $12,120-97.5% | $10,261-97.0% | $11,596-97.4% |