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 | $40,487 | $158,398-74.4% | $126,539-68.0% | $142,382-71.6% |
| Participation rate | 59.1% | 75.8%-16.7pp | 69.8%-10.7pp | 80.1%-21.0pp |
| Annual return | 21.34% | 593.76%-572.4pp | 425.95%-404.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,811 | $4,650-39.5% | $3,674-23.5% | $4,299-34.6% |
| Participant deferral / active EE | $3,798 | $4,767-20.3% | $4,083-7.0% | $6,507-41.6% |
| Admin fee / account holder | $768 | $6,918-88.9% | $6,065-87.3% | $12,624-93.9% |