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 | $47,136 | $85,202-44.7% | $172,739-72.7% | $72,985-35.4% |
| Participation rate | 29.6% | 70.1%-40.4pp | 82.6%-53.0pp | 69.5%-39.9pp |
| Annual return | 20.75% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,322 | $3,324-60.2% | $5,143-74.3% | $2,440-45.8% |
| Participant deferral / active EE | $3,105 | $3,260-4.8% | $5,198-40.3% | $3,607-13.9% |
| Admin fee / account holder | $1,938 | $5,884-67.1% | $13,954-86.1% | $5,124-62.2% |