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 | $55,275 | $115,882-52.3% | $100,516-45.0% | $158,922-65.2% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.8pp | 82.0%-26.4pp |
| Annual return | 11.55% | 34.79%-23.2pp | 30.89%-19.3pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,481 | $4,103-63.9% | $3,418-56.7% | $4,761-68.9% |
| Participant deferral / active EE | $2,769 | $6,674-58.5% | $6,270-55.8% | $5,982-53.7% |
| Admin fee / account holder | $442 | $10,995-96.0% | $8,081-94.5% | $11,246-96.1% |