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 | $45,149 | $110,809-59.3% | $86,874-48.0% | $167,490-73.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 71.6%-31.6pp | 82.1%-42.1pp |
| Annual return | 10.83% | 116.98%-106.1pp | 63.52%-52.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,131 | $3,244-65.1% | $2,495-54.7% | $4,837-76.6% |
| Participant deferral / active EE | $2,028 | $4,546-55.4% | $3,699-45.2% | $6,341-68.0% |
| Admin fee / account holder | $1,672 | $8,415-80.1% | $5,828-71.3% | $12,309-86.4% |