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 | $41,565 | $210,648-80.3% | $177,989-76.6% | $145,922-71.5% |
| Participation rate | 47.4% | 80.8%-33.4pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 12.81% | 385.86%-373.1pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,500 | $4,565-67.1% | $3,949-62.0% | $4,660-67.8% |
| Participant deferral / active EE | $2,465 | $6,958-64.6% | $6,276-60.7% | $6,688-63.1% |
| Admin fee / account holder | $4,792 | $12,013-60.1% | $10,363-53.8% | $13,397-64.2% |