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 | $46,550 | $109,817-57.6% | $98,442-52.7% | $167,490-72.2% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 24.79% | 1956.69%-1931.9pp | 1492.73%-1467.9pp | 478.56%-453.8pp |
| Employer contribution / active EE | $542 | $3,224-83.2% | $2,960-81.7% | $4,837-88.8% |
| Participant deferral / active EE | $1,100 | $4,673-76.5% | $4,276-74.3% | $6,341-82.7% |
| Admin fee / account holder | $3,410 | $6,753-49.5% | $5,949-42.7% | $12,309-72.3% |