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 | $47,655 | $98,750-51.7% | $149,696-68.2% | $79,858-40.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 25.03% | 27.43%-2.4pp | 276.60%-251.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $2,765 | $3,216-14.0% | $4,644-40.5% | $2,471+11.9% |
| Participant deferral / active EE | $5,619 | $5,680-1.1% | $6,842-17.9% | $3,740+50.2% |
| Admin fee / account holder | $750 | $6,053-87.6% | $9,309-91.9% | $5,306-85.9% |