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 | $46,491 | $104,907-55.7% | $84,611-45.1% | $152,861-69.6% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.4%-25.3pp |
| Annual return | 20.29% | 373.79%-353.5pp | 258.74%-238.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,077 | $3,302-67.4% | $2,652-59.4% | $4,762-77.4% |
| Participant deferral / active EE | $1,923 | $4,688-59.0% | $3,899-50.7% | $5,850-67.1% |
| Admin fee / account holder | $1,339 | $6,241-78.5% | $4,912-72.7% | $11,596-88.5% |