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 | $46,202 | $105,998-56.4% | $92,233-49.9% | $147,584-68.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 18.21% | 50.05%-31.8pp | 176.28%-158.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,611 | $4,333-62.8% | $3,679-56.2% | $4,876-67.0% |
| Participant deferral / active EE | $3,199 | $4,478-28.6% | $3,897-17.9% | $5,439-41.2% |
| Admin fee / account holder | $3,922 | $6,332-38.1% | $5,194-24.5% | $10,885-64.0% |