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 | $47,092 | $102,966-54.3% | $90,281-47.8% | $152,861-69.2% |
| Participation rate | 65.2% | 75.9%-10.6pp | 73.3%-8.1pp | 82.4%-17.2pp |
| Annual return | 18.86% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,169 | $3,139-62.8% | $2,854-59.1% | $4,762-75.5% |
| Participant deferral / active EE | $5,169 | $4,281+20.7% | $3,885+33.0% | $5,850-11.6% |
| Admin fee / account holder | $7,595 | $6,171+23.1% | $5,351+41.9% | $11,596-34.5% |