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 | $59,438 | $149,734-60.3% | $118,925-50.0% | $158,922-62.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | 9.10% | 19.95%-10.8pp | 35.88%-26.8pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,122 | $4,115-72.7% | $3,263-65.6% | $4,761-76.4% |
| Participant deferral / active EE | $4,274 | $5,223-18.2% | $4,265+0.2% | $5,982-28.5% |
| Admin fee / account holder | $36,891 | $8,603+328.8% | $6,581+460.6% | $11,246+228.0% |