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 | $59,295 | $175,202-66.2% | $149,673-60.4% | $139,434-57.5% |
| Participation rate | 47.6% | 83.4%-35.8pp | 78.8%-31.1pp | 80.3%-32.7pp |
| Annual return | 19.84% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,786 | $5,474-67.4% | $4,818-62.9% | $4,751-62.4% |
| Participant deferral / active EE | $4,627 | $6,519-29.0% | $5,680-18.5% | $6,710-31.1% |
| Admin fee / account holder | $33,066 | $16,150+104.7% | $13,210+150.3% | $11,403+190.0% |