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 | $39,122 | $109,327-64.2% | $89,391-56.2% | $158,922-75.4% |
| Participation rate | 52.4% | 74.3%-21.9pp | 68.0%-15.6pp | 82.0%-29.6pp |
| Annual return | 14.46% | 345.68%-331.2pp | 245.62%-231.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,525 | $3,170-51.9% | $2,586-41.0% | $4,761-68.0% |
| Participant deferral / active EE | $3,762 | $4,598-18.2% | $3,890-3.3% | $5,982-37.1% |
| Admin fee / account holder | $8,245 | $6,153+34.0% | $4,881+68.9% | $11,246-26.7% |