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 | $48,978 | $157,256-68.9% | $141,162-65.3% | $152,861-68.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 25.53% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,108 | $5,261-78.9% | $4,735-76.6% | $4,762-76.7% |
| Participant deferral / active EE | $3,603 | $7,109-49.3% | $6,709-46.3% | $5,850-38.4% |
| Admin fee / account holder | $1,513 | $12,120-87.5% | $10,261-85.3% | $11,596-87.0% |