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 | $50,815 | $102,317-50.3% | $146,958-65.4% | $80,856-37.2% |
| Participation rate | 45.8% | 75.8%-30.0pp | 82.2%-36.3pp | 67.6%-21.8pp |
| Annual return | 16.00% | 134.76%-118.8pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,183 | $3,713-68.1% | $4,933-76.0% | $2,755-57.0% |
| Participant deferral / active EE | $4,372 | $6,644-34.2% | $8,070-45.8% | $4,296+1.8% |
| Admin fee / account holder | $1,715 | $7,941-78.4% | $12,998-86.8% | $6,918-75.2% |