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 | $44,275 | $177,572-75.1% | $154,803-71.4% | $142,382-68.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 12.12% | 65.07%-52.9pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $10,005 | $4,810+108.0% | $4,305+132.4% | $4,299+132.7% |
| Participant deferral / active EE | $6,545 | $6,272+4.4% | $5,540+18.1% | $6,507+0.6% |
| Admin fee / account holder | $5,643 | $16,786-66.4% | $14,329-60.6% | $12,624-55.3% |