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 | $42,094 | $106,515-60.5% | $96,683-56.5% | $139,434-69.8% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 20.39% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,363 | $4,103-18.0% | $3,737-10.0% | $4,751-29.2% |
| Participant deferral / active EE | $4,200 | $5,454-23.0% | $4,878-13.9% | $6,710-37.4% |
| Admin fee / account holder | $357 | $7,877-95.5% | $6,730-94.7% | $11,403-96.9% |