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 | $46,207 | $49,922-7.4% | $80,569-42.6% | $75,163-38.5% |
| Participation rate | 46.6% | 55.3%-8.8pp | 67.0%-20.4pp | 67.2%-20.6pp |
| Annual return | 15.07% | 34.69%-19.6pp | 935.43%-920.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,028 | $1,698-39.5% | $2,723-62.3% | $2,670-61.5% |
| Participant deferral / active EE | $1,906 | $2,990-36.3% | $4,447-57.1% | $4,125-53.8% |
| Admin fee / account holder | $1,973 | $3,577-44.9% | $5,377-63.3% | $5,651-65.1% |