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 | $42,511 | $159,901-73.4% | $146,958-71.1% | $145,922-70.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.55% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,724 | $5,286-67.4% | $4,933-65.0% | $4,660-63.0% |
| Participant deferral / active EE | $3,858 | $8,428-54.2% | $8,070-52.2% | $6,688-42.3% |
| Admin fee / account holder | $2,025 | $15,044-86.5% | $12,998-84.4% | $13,397-84.9% |