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 | $43,493 | $95,561-54.5% | $77,163-43.6% | $139,434-68.8% |
| Participation rate | 64.7% | 73.9%-9.2pp | 69.6%-4.9pp | 80.3%-15.6pp |
| Annual return | 12.63% | 54.92%-42.3pp | 37.87%-25.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,125 | $3,147-64.3% | $2,535-55.6% | $4,751-76.3% |
| Participant deferral / active EE | $2,036 | $4,624-56.0% | $3,833-46.9% | $6,710-69.7% |
| Admin fee / account holder | $2,104 | $8,295-74.6% | $5,472-61.6% | $11,403-81.6% |