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 | $44,292 | $114,047-61.2% | $96,139-53.9% | $167,490-73.6% |
| Participation rate | 59.1% | 75.1%-16.0pp | 68.4%-9.4pp | 82.1%-23.0pp |
| Annual return | 15.64% | 189.88%-174.2pp | 191.94%-176.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,779 | $3,427-48.1% | $2,797-36.4% | $4,837-63.2% |
| Participant deferral / active EE | $2,845 | $5,194-45.2% | $4,349-34.6% | $6,341-55.1% |
| Admin fee / account holder | $1,505 | $6,897-78.2% | $5,537-72.8% | $12,309-87.8% |