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 | $44,019 | $53,516-17.7% | $126,539-65.2% | $84,808-48.1% |
| Participation rate | 27.0% | 58.2%-31.3pp | 69.8%-42.8pp | 68.3%-41.3pp |
| Annual return | 14.94% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $407 | $1,535-73.5% | $3,674-88.9% | $2,631-84.5% |
| Participant deferral / active EE | $1,916 | $2,671-28.3% | $4,083-53.1% | $4,212-54.5% |
| Admin fee / account holder | $1,602 | $4,497-64.4% | $6,065-73.6% | $7,344-78.2% |