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 | $33,745 | $157,256-78.5% | $141,162-76.1% | $152,861-77.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 30.48% | 64.32%-33.8pp | 71.39%-40.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,391 | $5,261-73.6% | $4,735-70.6% | $4,762-70.8% |
| Participant deferral / active EE | $3,417 | $7,109-51.9% | $6,709-49.1% | $5,850-41.6% |
| Admin fee / account holder | $2,069 | $12,120-82.9% | $10,261-79.8% | $11,596-82.2% |