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 | $43,921 | $210,648-79.1% | $177,989-75.3% | $145,922-69.9% |
| Participation rate | 53.8% | 80.8%-26.9pp | 77.1%-23.2pp | 80.3%-26.4pp |
| Annual return | 9.40% | 385.86%-376.5pp | 294.48%-285.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $980 | $4,565-78.5% | $3,949-75.2% | $4,660-79.0% |
| Participant deferral / active EE | $3,018 | $6,958-56.6% | $6,276-51.9% | $6,688-54.9% |
| Admin fee / account holder | $48,418 | $12,013+303.0% | $10,363+367.2% | $13,397+261.4% |