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 3-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 | $41,145 | $177,572-76.8% | $154,803-73.4% | $142,382-71.1% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 233.49% | 65.07%+168.4pp | 58.88%+174.6pp | 217.08%+16.4pp |
| Employer contribution / active EE | $1,513 | $4,810-68.5% | $4,305-64.9% | $4,299-64.8% |
| Participant deferral / active EE | $2,803 | $6,272-55.3% | $5,540-49.4% | $6,507-56.9% |
| Admin fee / account holder | $397 | $16,786-97.6% | $14,329-97.2% | $12,624-96.9% |