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 9-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 | $37,917 | $157,256-75.9% | $141,162-73.1% | $152,861-75.2% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.4%-35.8pp |
| Annual return | 25.47% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,730 | $5,261-67.1% | $4,735-63.5% | $4,762-63.7% |
| Participant deferral / active EE | $2,940 | $7,109-58.6% | $6,709-56.2% | $5,850-49.7% |
| Admin fee / account holder | $2,091 | $12,120-82.7% | $10,261-79.6% | $11,596-82.0% |