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 8-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 | $46,245 | $111,754-58.6% | $103,333-55.2% | $145,922-68.3% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 15.22% | 24.77%-9.5pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,962 | $4,212-53.4% | $3,868-49.3% | $4,660-57.9% |
| Participant deferral / active EE | $2,452 | $5,619-56.4% | $5,057-51.5% | $6,688-63.3% |
| Admin fee / account holder | $49,685 | $9,750+409.6% | $8,355+494.7% | $13,397+270.9% |