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 | $47,098 | $105,181-55.2% | $159,436-70.5% | $85,850-45.1% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.8%-22.4pp | 69.3%-8.8pp |
| Annual return | 19.19% | 45.07%-25.9pp | 263.57%-244.4pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,716 | $3,318-18.2% | $4,829-43.8% | $2,565+5.9% |
| Participant deferral / active EE | $6,624 | $5,945+11.4% | $7,352-9.9% | $3,952+67.6% |
| Admin fee / account holder | $10,260 | $6,933+48.0% | $10,799-5.0% | $6,260+63.9% |