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 | $48,837 | $98,750-50.5% | $149,696-67.4% | $79,858-38.8% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 22.40% | 27.43%-5.0pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,400 | $3,216-56.5% | $4,644-69.8% | $2,471-43.3% |
| Participant deferral / active EE | $4,367 | $5,680-23.1% | $6,842-36.2% | $3,740+16.8% |
| Admin fee / account holder | $4,702 | $6,053-22.3% | $9,309-49.5% | $5,306-11.4% |