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 | $59,565 | $157,256-62.1% | $141,162-57.8% | $152,861-61.0% |
| Participation rate | 43.5% | 84.8%-41.3pp | 82.5%-39.0pp | 82.4%-39.0pp |
| Annual return | 36.37% | 64.32%-28.0pp | 71.39%-35.0pp | 345.32%-309.0pp |
| Employer contribution / active EE | $1,393 | $5,261-73.5% | $4,735-70.6% | $4,762-70.8% |
| Participant deferral / active EE | $3,020 | $7,109-57.5% | $6,709-55.0% | $5,850-48.4% |
| Admin fee / account holder | $557 | $12,120-95.4% | $10,261-94.6% | $11,596-95.2% |