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 | $46,699 | $102,317-54.4% | $146,958-68.2% | $80,856-42.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 69.87% | 134.76%-64.9pp | 418.34%-348.5pp | 35.59%+34.3pp |
| Employer contribution / active EE | $1,573 | $3,713-57.6% | $4,933-68.1% | $2,755-42.9% |
| Participant deferral / active EE | $3,168 | $6,644-52.3% | $8,070-60.7% | $4,296-26.3% |
| Admin fee / account holder | $6,079 | $7,941-23.5% | $12,998-53.2% | $6,918-12.1% |