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 | $49,081 | $102,317-52.0% | $146,958-66.6% | $80,856-39.3% |
| Participation rate | 55.1% | 75.8%-20.7pp | 82.2%-27.1pp | 67.6%-12.5pp |
| Annual return | 15.87% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,785 | $3,713-51.9% | $4,933-63.8% | $2,755-35.2% |
| Participant deferral / active EE | $3,499 | $6,644-47.3% | $8,070-56.6% | $4,296-18.6% |
| Admin fee / account holder | $8,326 | $7,941+4.8% | $12,998-35.9% | $6,918+20.4% |