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 | $46,121 | $53,516-13.8% | $126,539-63.6% | $84,808-45.6% |
| Participation rate | 37.8% | 58.2%-20.5pp | 69.8%-32.0pp | 68.3%-30.5pp |
| Annual return | 13.70% | 58.34%-44.6pp | 425.95%-412.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,513 | $1,535-1.4% | $3,674-58.8% | $2,631-42.5% |
| Participant deferral / active EE | $3,762 | $2,671+40.9% | $4,083-7.9% | $4,212-10.7% |
| Admin fee / account holder | $702 | $4,497-84.4% | $6,065-88.4% | $7,344-90.4% |