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 | $39,679 | $107,334-63.0% | $92,893-57.3% | $152,861-74.0% |
| Participation rate | 38.1% | 79.8%-41.7pp | 76.0%-37.9pp | 82.4%-44.4pp |
| Annual return | 17.42% | 145.58%-128.2pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,915 | $4,221-54.6% | $3,653-47.6% | $4,762-59.8% |
| Participant deferral / active EE | $4,042 | $4,845-16.6% | $4,236-4.6% | $5,850-30.9% |
| Admin fee / account holder | $23,903 | $7,079+237.7% | $5,794+312.6% | $11,596+106.1% |