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 | $36,176 | $163,101-77.8% | $136,749-73.5% | $142,382-74.6% |
| Participation rate | 57.9% | 78.2%-20.3pp | 72.1%-14.2pp | 80.1%-22.2pp |
| Annual return | 13.48% | 27.54%-14.1pp | 24.33%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,097 | $4,117-73.4% | $3,400-67.7% | $4,299-74.5% |
| Participant deferral / active EE | $1,763 | $5,585-68.4% | $4,692-62.4% | $6,507-72.9% |
| Admin fee / account holder | $467 | $14,318-96.7% | $11,386-95.9% | $12,624-96.3% |