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 | $38,083 | $114,381-66.7% | $107,525-64.6% | $142,382-73.3% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.1%-36.2pp | 80.1%-41.2pp |
| Annual return | 18.46% | 242.71%-224.2pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,518 | $4,015-62.2% | $3,754-59.6% | $4,299-64.7% |
| Participant deferral / active EE | $2,737 | $5,564-50.8% | $5,116-46.5% | $6,507-57.9% |
| Admin fee / account holder | $5,493 | $9,860-44.3% | $8,919-38.4% | $12,624-56.5% |