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 | $47,600 | $142,405-66.6% | $115,157-58.7% | $152,861-68.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 14.40% | 41.48%-27.1pp | 35.60%-21.2pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,663 | $4,010-58.5% | $3,179-47.7% | $4,762-65.1% |
| Participant deferral / active EE | $1,825 | $5,164-64.7% | $4,168-56.2% | $5,850-68.8% |
| Admin fee / account holder | $13,916 | $8,462+64.5% | $7,088+96.3% | $11,596+20.0% |