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 | $47,886 | $227,553-79.0% | $189,557-74.7% | $167,490-71.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 13.55% | 78.40%-64.8pp | 64.17%-50.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,121 | $5,316-78.9% | $4,412-74.6% | $4,837-76.8% |
| Participant deferral / active EE | $3,735 | $7,002-46.7% | $6,174-39.5% | $6,341-41.1% |
| Admin fee / account holder | $2,467 | $11,878-79.2% | $9,807-74.8% | $12,309-80.0% |