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 | $46,441 | $102,317-54.6% | $146,958-68.4% | $80,856-42.6% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 17.79% | 134.76%-117.0pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,791 | $3,713-51.8% | $4,933-63.7% | $2,755-35.0% |
| Participant deferral / active EE | $4,264 | $6,644-35.8% | $8,070-47.2% | $4,296-0.7% |
| Admin fee / account holder | $12,983 | $7,941+63.5% | $12,998-0.1% | $6,918+87.7% |