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 | $41,189 | $144,119-71.4% | $117,854-65.1% | $147,584-72.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 22.67% | 531.15%-508.5pp | 335.08%-312.4pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,168 | $4,896-55.7% | $3,786-42.7% | $4,876-55.5% |
| Participant deferral / active EE | $4,865 | $5,316-8.5% | $4,482+8.6% | $5,439-10.5% |
| Admin fee / account holder | $455 | $10,886-95.8% | $8,020-94.3% | $10,885-95.8% |