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 | $63,541 | $108,642-41.5% | $74,701-14.9% | $152,861-58.4% |
| Participation rate | 45.5% | 65.3%-19.9pp | 54.5%-9.0pp | 82.4%-37.0pp |
| Annual return | 19.95% | 114.06%-94.1pp | 752.92%-733.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,511 | $1,503+0.6% | $1,084+39.5% | $4,762-68.3% |
| Participant deferral / active EE | $3,764 | $2,712+38.8% | $1,964+91.7% | $5,850-35.7% |
| Admin fee / account holder | $3,978 | $4,902-18.9% | $3,333+19.3% | $11,596-65.7% |