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 | $49,873 | $105,998-52.9% | $92,233-45.9% | $147,584-66.2% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 17.80% | 50.05%-32.2pp | 176.28%-158.5pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,548 | $4,333-64.3% | $3,679-57.9% | $4,876-68.3% |
| Participant deferral / active EE | $2,638 | $4,478-41.1% | $3,897-32.3% | $5,439-51.5% |
| Admin fee / account holder | $6,452 | $6,332+1.9% | $5,194+24.2% | $10,885-40.7% |