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 | $46,364 | $69,207-33.0% | $64,056-27.6% | $139,434-66.7% |
| Participation rate | 68.8% | 75.6%-6.8pp | 72.3%-3.6pp | 80.3%-11.6pp |
| Annual return | 16.04% | 45.88%-29.8pp | 33.69%-17.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,481 | $4,682-4.3% | $3,880+15.5% | $6,710-33.2% |
| Admin fee / account holder | $1,596 | $4,244-62.4% | $3,068-48.0% | $11,403-86.0% |