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 | $44,469 | $102,616-56.7% | $81,983-45.8% | $158,922-72.0% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.2%-6.7pp | 82.0%-19.5pp |
| Annual return | 16.05% | 61.04%-45.0pp | 41.31%-25.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,948 | $3,240-39.9% | $2,498-22.0% | $4,761-59.1% |
| Participant deferral / active EE | $4,023 | $4,648-13.4% | $3,722+8.1% | $5,982-32.7% |
| Admin fee / account holder | $384 | $8,235-95.3% | $5,664-93.2% | $11,246-96.6% |