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 | $46,760 | $99,652-53.1% | $78,778-40.6% | $147,584-68.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 12.11% | 47.28%-35.2pp | 35.62%-23.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,581 | $2,796-43.4% | $1,986-20.4% | $4,876-67.6% |
| Participant deferral / active EE | $3,495 | $3,664-4.6% | $2,958+18.1% | $5,439-35.7% |
| Admin fee / account holder | $7,100 | $7,155-0.8% | $5,134+38.3% | $10,885-34.8% |