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 | $37,465 | $144,119-74.0% | $117,854-68.2% | $147,584-74.6% |
| Participation rate | 46.7% | 83.4%-36.8pp | 79.7%-33.0pp | 82.8%-36.2pp |
| Annual return | 15.92% | 531.15%-515.2pp | 335.08%-319.2pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,102 | $4,896-57.1% | $3,786-44.5% | $4,876-56.9% |
| Participant deferral / active EE | $2,262 | $5,316-57.4% | $4,482-49.5% | $5,439-58.4% |
| Admin fee / account holder | $3,331 | $10,886-69.4% | $8,020-58.5% | $10,885-69.4% |