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 | $42,578 | $100,773-57.7% | $88,946-52.1% | $142,382-70.1% |
| Participation rate | 53.8% | 74.3%-20.4pp | 68.8%-15.0pp | 80.1%-26.3pp |
| Annual return | 18.19% | 70.18%-52.0pp | 57.82%-39.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,008 | $2,918-31.2% | $2,555-21.4% | $4,299-53.3% |
| Participant deferral / active EE | $8,059 | $5,230+54.1% | $4,581+75.9% | $6,507+23.8% |
| Admin fee / account holder | $445 | $9,693-95.4% | $8,261-94.6% | $12,624-96.5% |