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 | $39,930 | $116,175-65.6% | $93,606-57.3% | $152,861-73.9% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 26.09% | 35.96%-9.9pp | 32.76%-6.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,211 | $3,218-62.4% | $2,718-55.5% | $4,762-74.6% |
| Participant deferral / active EE | $1,970 | $4,603-57.2% | $4,069-51.6% | $5,850-66.3% |
| Admin fee / account holder | $389 | $10,748-96.4% | $7,888-95.1% | $11,596-96.6% |