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 | $46,663 | $112,096-58.4% | $95,952-51.4% | $158,922-70.6% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 18.43% | 171.09%-152.7pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,092 | $3,198-65.9% | $2,541-57.0% | $4,761-77.1% |
| Participant deferral / active EE | $2,352 | $4,784-50.8% | $4,167-43.6% | $5,982-60.7% |
| Admin fee / account holder | $4,684 | $10,130-53.8% | $6,795-31.1% | $11,246-58.3% |