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 | $30,686 | $144,119-78.7% | $117,854-74.0% | $147,584-79.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 16.70% | 531.15%-514.4pp | 335.08%-318.4pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,790 | $4,896-63.4% | $3,786-52.7% | $4,876-63.3% |
| Participant deferral / active EE | $2,240 | $5,316-57.9% | $4,482-50.0% | $5,439-58.8% |
| Admin fee / account holder | $366 | $10,886-96.6% | $8,020-95.4% | $10,885-96.6% |