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 | $41,113 | $101,069-59.3% | $81,478-49.5% | $147,584-72.1% |
| Participation rate | 46.7% | 74.5%-27.8pp | 68.0%-21.3pp | 82.8%-36.2pp |
| Annual return | 15.02% | 32.40%-17.4pp | 38.78%-23.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $4,009 | $3,205+25.1% | $2,568+56.2% | $4,876-17.8% |
| Participant deferral / active EE | $5,209 | $4,242+22.8% | $3,537+47.3% | $5,439-4.2% |
| Admin fee / account holder | $2,607 | $5,812-55.1% | $4,561-42.8% | $10,885-76.0% |