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 | $46,545 | $118,680-60.8% | $98,907-52.9% | $158,922-70.7% |
| Participation rate | 57.9% | 77.8%-19.9pp | 76.0%-18.1pp | 82.0%-24.1pp |
| Annual return | 9.89% | 372.35%-362.5pp | 196.43%-186.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,665 | $5,088-67.3% | $4,244-60.8% | $5,982-72.2% |
| Admin fee / account holder | $15,866 | $10,131+56.6% | $6,642+138.9% | $11,246+41.1% |