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 | $47,691 | $57,354-16.8% | $83,848-43.1% | $64,186-25.7% |
| Participation rate | 44.1% | 68.6%-24.5pp | 76.1%-32.0pp | 69.6%-25.5pp |
| Annual return | 184.18% | 11.38%+172.8pp | 850.88%-666.7pp | 7.63%+176.5pp |
| Employer contribution / active EE | $1,176 | $2,545-53.8% | $3,631-67.6% | $2,381-50.6% |
| Participant deferral / active EE | $4,164 | $2,993+39.1% | $4,082+2.0% | $3,470+20.0% |
| Admin fee / account holder | $10,426 | $4,046+157.7% | $5,478+90.3% | $4,888+113.3% |