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 3-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 | $43,469 | $210,648-79.4% | $177,989-75.6% | $145,922-70.2% |
| Participation rate | 68.4% | 80.8%-12.3pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 11.17% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,234 | $4,565-73.0% | $3,949-68.7% | $4,660-73.5% |
| Participant deferral / active EE | $3,663 | $6,958-47.3% | $6,276-41.6% | $6,688-45.2% |
| Admin fee / account holder | $637 | $12,013-94.7% | $10,363-93.9% | $13,397-95.2% |