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 | $40,212 | $109,817-63.4% | $98,442-59.2% | $167,490-76.0% |
| Participation rate | 46.7% | 75.8%-29.2pp | 73.3%-26.7pp | 82.1%-35.4pp |
| Annual return | 11.32% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,280 | $3,224-60.3% | $2,960-56.8% | $4,837-73.5% |
| Participant deferral / active EE | $1,422 | $4,673-69.6% | $4,276-66.8% | $6,341-77.6% |
| Admin fee / account holder | $17,460 | $6,753+158.6% | $5,949+193.5% | $12,309+41.8% |