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 | $42,910 | $226,064-81.0% | $182,532-76.5% | $152,861-71.9% |
| Participation rate | 43.5% | 82.5%-39.0pp | 78.0%-34.5pp | 82.4%-39.0pp |
| Annual return | 23.31% | 192.51%-169.2pp | 148.54%-125.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,042 | $4,978-79.1% | $4,076-74.4% | $4,762-78.1% |
| Participant deferral / active EE | $2,528 | $6,368-60.3% | $5,524-54.2% | $5,850-56.8% |
| Admin fee / account holder | $4,038 | $10,703-62.3% | $8,592-53.0% | $11,596-65.2% |