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 7-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 | $41,443 | $175,202-76.3% | $149,673-72.3% | $139,434-70.3% |
| Participation rate | 52.4% | 83.4%-31.0pp | 78.8%-26.4pp | 80.3%-27.9pp |
| Annual return | 20.05% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,745 | $5,474-68.1% | $4,818-63.8% | $4,751-63.3% |
| Participant deferral / active EE | $4,077 | $6,519-37.5% | $5,680-28.2% | $6,710-39.2% |
| Admin fee / account holder | $673 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |