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 6-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 | $30,360 | $74,888-59.5% | $71,209-57.4% | $142,382-78.7% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 16.52% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $725 | $2,854-74.6% | $2,721-73.4% | $4,299-83.1% |
| Participant deferral / active EE | $2,672 | $4,454-40.0% | $4,175-36.0% | $6,507-58.9% |
| Admin fee / account holder | $1,150 | $5,568-79.3% | $5,349-78.5% | $12,624-90.9% |