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 | $48,737 | $152,587-68.1% | $125,175-61.1% | $152,861-68.1% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 23.32% | 54.84%-31.5pp | 43.79%-20.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,664 | $4,946-66.4% | $3,865-56.9% | $4,762-65.1% |
| Participant deferral / active EE | $8,321 | $5,868+41.8% | $4,937+68.6% | $5,850+42.2% |
| Admin fee / account holder | $1,256 | $13,434-90.6% | $9,702-87.1% | $11,596-89.2% |