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 | $46,253 | $107,334-56.9% | $92,893-50.2% | $152,861-69.7% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 12.52% | 145.58%-133.1pp | 109.41%-96.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,075 | $4,221-74.5% | $3,653-70.6% | $4,762-77.4% |
| Participant deferral / active EE | $1,399 | $4,845-71.1% | $4,236-67.0% | $5,850-76.1% |
| Admin fee / account holder | $107,698 | $7,079+1421.3% | $5,794+1758.8% | $11,596+828.7% |