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 | $57,027 | $112,096-49.1% | $95,952-40.6% | $158,922-64.1% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 10.77% | 171.09%-160.3pp | 91.61%-80.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,238 | $3,198-61.3% | $2,541-51.3% | $4,761-74.0% |
| Participant deferral / active EE | $3,669 | $4,784-23.3% | $4,167-11.9% | $5,982-38.7% |
| Admin fee / account holder | $19,177 | $10,130+89.3% | $6,795+182.2% | $11,246+70.5% |