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 | $48,746 | $104,486-53.3% | $76,817-36.5% | $152,861-68.1% |
| Participation rate | 38.9% | 76.6%-37.7pp | 72.1%-33.2pp | 82.4%-43.6pp |
| Annual return | 17.97% | 1013.37%-995.4pp | 1166.11%-1148.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,323 | $4,236-68.8% | $3,336-60.3% | $5,850-77.4% |
| Admin fee / account holder | $14,404 | $12,275+17.3% | $6,420+124.4% | $11,596+24.2% |