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 | $37,729 | $105,181-64.1% | $159,436-76.3% | $85,850-56.1% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.8%-57.8pp | 69.3%-44.3pp |
| Annual return | 27.08% | 45.07%-18.0pp | 263.57%-236.5pp | 318.53%-291.5pp |
| Employer contribution / active EE | $1,434 | $3,318-56.8% | $4,829-70.3% | $2,565-44.1% |
| Participant deferral / active EE | $2,623 | $5,945-55.9% | $7,352-64.3% | $3,952-33.6% |
| Admin fee / account holder | $4,450 | $6,933-35.8% | $10,799-58.8% | $6,260-28.9% |