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 | $64,710 | $157,256-58.9% | $141,162-54.2% | $152,861-57.7% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 26.96% | 64.32%-37.4pp | 71.39%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,437 | $5,261-72.7% | $4,735-69.6% | $4,762-69.8% |
| Participant deferral / active EE | $4,051 | $7,109-43.0% | $6,709-39.6% | $5,850-30.7% |
| Admin fee / account holder | $336 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |