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 | $45,148 | $74,888-39.7% | $71,209-36.6% | $142,382-68.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 14.86% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,375 | $2,854+18.2% | $2,721+24.0% | $4,299-21.5% |
| Participant deferral / active EE | $3,375 | $4,454-24.2% | $4,175-19.2% | $6,507-48.1% |
| Admin fee / account holder | $1,845 | $5,568-66.9% | $5,349-65.5% | $12,624-85.4% |