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 | $41,520 | $157,256-73.6% | $141,162-70.6% | $152,861-72.8% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.4%-17.7pp |
| Annual return | 23.63% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,606 | $5,261-69.5% | $4,735-66.1% | $4,762-66.3% |
| Participant deferral / active EE | $7,454 | $7,109+4.8% | $6,709+11.1% | $5,850+27.4% |
| Admin fee / account holder | $441 | $12,120-96.4% | $10,261-95.7% | $11,596-96.2% |