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 | $40,933 | $69,515-41.1% | $86,874-52.9% | $85,850-52.3% |
| Participation rate | 37.1% | 66.3%-29.2pp | 71.6%-34.5pp | 69.3%-32.2pp |
| Annual return | 14.89% | 20.12%-5.2pp | 63.52%-48.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,365 | $1,880-27.4% | $2,495-45.3% | $2,565-46.8% |
| Participant deferral / active EE | $1,812 | $2,919-37.9% | $3,699-51.0% | $3,952-54.2% |
| Admin fee / account holder | $2,720 | $5,972-54.5% | $5,828-53.3% | $6,260-56.5% |