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 | $41,645 | $168,632-75.3% | $147,614-71.8% | $125,391-66.8% |
| Participation rate | 69.6% | 88.8%-19.2pp | 84.6%-15.1pp | 83.2%-13.6pp |
| Annual return | 5.44% | 77.65%-72.2pp | 61.98%-56.5pp | 282.22%-276.8pp |
| Employer contribution / active EE | $2,060 | $6,252-67.1% | $5,564-63.0% | $4,866-57.7% |
| Participant deferral / active EE | $1,988 | $5,507-63.9% | $4,895-59.4% | $5,352-62.9% |
| Admin fee / account holder | $842 | $13,580-93.8% | $11,611-92.7% | $9,540-91.2% |