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 | $43,955 | $78,705-44.2% | $117,854-62.7% | $70,131-37.3% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 18.75% | 23.30%-4.5pp | 335.08%-316.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,488 | $2,223+56.9% | $3,786-7.9% | $2,342+48.9% |
| Participant deferral / active EE | $4,810 | $3,297+45.9% | $4,482+7.3% | $3,332+44.4% |
| Admin fee / account holder | $34,584 | $5,065+582.8% | $8,020+331.2% | $4,645+644.5% |