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 | $49,959 | $98,750-49.4% | $149,696-66.6% | $79,858-37.4% |
| Participation rate | 35.7% | 75.8%-40.1pp | 82.5%-46.8pp | 69.6%-33.9pp |
| Annual return | 13.60% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,770 | $3,216-45.0% | $4,644-61.9% | $2,471-28.4% |
| Participant deferral / active EE | $3,880 | $5,680-31.7% | $6,842-43.3% | $3,740+3.7% |
| Admin fee / account holder | $1,505 | $6,053-75.1% | $9,309-83.8% | $5,306-71.6% |