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 | $46,035 | $90,600-49.2% | $79,464-42.1% | $135,375-66.0% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | 10.83% | 977.43%-966.6pp | 718.14%-707.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $2,449 | $3,068-20.2% | $2,800-12.5% | $4,779-48.7% |
| Participant deferral / active EE | $3,169 | $4,050-21.8% | $3,704-14.4% | $5,609-43.5% |
| Admin fee / account holder | $2,846 | $5,907-51.8% | $5,113-44.3% | $10,827-73.7% |