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 | $45,025 | $126,574-64.4% | $106,213-57.6% | $145,922-69.1% |
| Participation rate | 41.2% | 77.6%-36.5pp | 75.3%-34.1pp | 80.3%-39.1pp |
| Annual return | 22.06% | 224.79%-202.7pp | 116.14%-94.1pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,593 | $3,730-57.3% | $3,171-49.8% | $4,660-65.8% |
| Participant deferral / active EE | $2,813 | $5,724-50.9% | $5,016-43.9% | $6,688-57.9% |
| Admin fee / account holder | $723 | $17,304-95.8% | $11,033-93.4% | $13,397-94.6% |