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 | $47,065 | $112,096-58.0% | $95,952-50.9% | $158,922-70.4% |
| Participation rate | 13.3% | 79.0%-65.6pp | 77.1%-63.7pp | 82.0%-68.6pp |
| Annual return | 9.57% | 171.09%-161.5pp | 91.61%-82.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,619 | $4,784-66.2% | $4,167-61.2% | $5,982-72.9% |
| Admin fee / account holder | $1,147 | $10,130-88.7% | $6,795-83.1% | $11,246-89.8% |