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 | $43,317 | $105,181-58.8% | $159,436-72.8% | $85,850-49.5% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.8%-24.0pp | 69.3%-10.5pp |
| Annual return | 15.47% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,814 | $3,318-45.3% | $4,829-62.4% | $2,565-29.3% |
| Participant deferral / active EE | $5,159 | $5,945-13.2% | $7,352-29.8% | $3,952+30.5% |
| Admin fee / account holder | $1,205 | $6,933-82.6% | $10,799-88.8% | $6,260-80.8% |