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 | $35,460 | $165,912-78.6% | $122,332-71.0% | $147,584-76.0% |
| Participation rate | 46.2% | 79.6%-33.4pp | 71.6%-25.5pp | 82.8%-36.7pp |
| Annual return | 13.64% | 34.55%-20.9pp | 30.27%-16.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $568 | $5,754-90.1% | $4,050-86.0% | $4,876-88.4% |
| Participant deferral / active EE | $1,275 | $4,005-68.2% | $3,287-61.2% | $5,439-76.6% |
| Admin fee / account holder | $461 | $7,424-93.8% | $5,478-91.6% | $10,885-95.8% |