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 | $43,533 | $185,200-76.5% | $142,863-69.5% | $167,490-74.0% |
| Participation rate | 68.4% | 78.4%-10.0pp | 71.9%-3.5pp | 82.1%-13.7pp |
| Annual return | 12.40% | 8555.70%-8543.3pp | 5637.54%-5625.1pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,437 | $5,604-74.4% | $4,144-65.3% | $4,837-70.3% |
| Participant deferral / active EE | $3,166 | $4,494-29.5% | $3,837-17.5% | $6,341-50.1% |
| Admin fee / account holder | $7,207 | $8,031-10.3% | $6,560+9.9% | $12,309-41.4% |