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 | $45,927 | $104,907-56.2% | $84,611-45.7% | $152,861-70.0% |
| Participation rate | 43.8% | 74.8%-31.1pp | 68.2%-24.5pp | 82.4%-38.7pp |
| Annual return | 16.21% | 373.79%-357.6pp | 258.74%-242.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $549 | $3,302-83.4% | $2,652-79.3% | $4,762-88.5% |
| Participant deferral / active EE | $883 | $4,688-81.2% | $3,899-77.3% | $5,850-84.9% |
| Admin fee / account holder | $1,178 | $6,241-81.1% | $4,912-76.0% | $11,596-89.8% |