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 | $39,288 | $99,918-60.7% | $81,382-51.7% | $145,922-73.1% |
| Participation rate | 41.7% | 74.2%-32.5pp | 69.5%-27.8pp | 80.3%-38.6pp |
| Annual return | 13.99% | 34.32%-20.3pp | 24.73%-10.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,885 | $2,978-36.7% | $2,463-23.5% | $4,660-59.5% |
| Participant deferral / active EE | $1,396 | $4,605-69.7% | $3,883-64.0% | $6,688-79.1% |
| Admin fee / account holder | $559 | $8,212-93.2% | $5,768-90.3% | $13,397-95.8% |