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 | $59,245 | $158,398-62.6% | $126,539-53.2% | $142,382-58.4% |
| Participation rate | 35.0% | 75.8%-40.8pp | 69.8%-34.8pp | 80.1%-45.1pp |
| Annual return | 11.01% | 593.76%-582.7pp | 425.95%-414.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,154 | $4,650-75.2% | $3,674-68.6% | $4,299-73.2% |
| Participant deferral / active EE | $4,332 | $4,767-9.1% | $4,083+6.1% | $6,507-33.4% |
| Admin fee / account holder | $39,048 | $6,918+464.4% | $6,065+543.9% | $12,624+209.3% |