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 | $46,033 | $106,515-56.8% | $96,683-52.4% | $139,434-67.0% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 19.89% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,808 | $4,103-55.9% | $3,737-51.6% | $4,751-62.0% |
| Participant deferral / active EE | $4,637 | $5,454-15.0% | $4,878-4.9% | $6,710-30.9% |
| Admin fee / account holder | $587 | $7,877-92.6% | $6,730-91.3% | $11,403-94.9% |