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 | $45,681 | $183,519-75.1% | $155,509-70.6% | $145,922-68.7% |
| Participation rate | 53.3% | 82.7%-29.3pp | 78.2%-24.9pp | 80.3%-26.9pp |
| Annual return | 13.49% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,214 | $5,313-58.3% | $4,672-52.6% | $4,660-52.5% |
| Participant deferral / active EE | $5,846 | $6,462-9.5% | $5,626+3.9% | $6,688-12.6% |
| Admin fee / account holder | $843 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |