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 | $40,303 | $103,376-61.0% | $87,100-53.7% | $152,861-73.6% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.9%-15.3pp | 82.4%-20.9pp |
| Annual return | 16.04% | 28.10%-12.1pp | 28.19%-12.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,787 | $3,220-44.5% | $2,521-29.1% | $4,762-62.5% |
| Participant deferral / active EE | $2,539 | $4,778-46.9% | $4,049-37.3% | $5,850-56.6% |
| Admin fee / account holder | $2,755 | $12,205-77.4% | $7,497-63.3% | $11,596-76.2% |