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 | $40,877 | $91,037-55.1% | $71,671-43.0% | $147,584-72.3% |
| Participation rate | 57.1% | 76.1%-19.0pp | 68.7%-11.6pp | 82.8%-25.7pp |
| Annual return | 19.11% | 20.48%-1.4pp | 20.65%-1.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,845 | $3,327-44.6% | $2,460-25.0% | $4,876-62.2% |
| Participant deferral / active EE | $1,645 | $4,498-63.4% | $3,438-52.2% | $5,439-69.8% |
| Admin fee / account holder | $3,131 | $8,613-63.7% | $5,558-43.7% | $10,885-71.2% |