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 | $45,478 | $227,553-80.0% | $189,557-76.0% | $167,490-72.8% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 10.43% | 78.40%-68.0pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,066 | $5,316-61.1% | $4,412-53.2% | $4,837-57.3% |
| Participant deferral / active EE | $4,344 | $7,002-38.0% | $6,174-29.6% | $6,341-31.5% |
| Admin fee / account holder | $826 | $11,878-93.0% | $9,807-91.6% | $12,309-93.3% |