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 | $49,189 | $107,334-54.2% | $92,893-47.0% | $152,861-67.8% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.4%-38.7pp |
| Annual return | 21.71% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,457 | $4,221-41.8% | $3,653-32.7% | $4,762-48.4% |
| Participant deferral / active EE | $4,619 | $4,845-4.7% | $4,236+9.0% | $5,850-21.0% |
| Admin fee / account holder | $1,875 | $7,079-73.5% | $5,794-67.6% | $11,596-83.8% |