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 | $45,769 | $111,754-59.0% | $103,333-55.7% | $145,922-68.6% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 12.68% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,932 | $4,212-30.4% | $3,868-24.2% | $4,660-37.1% |
| Participant deferral / active EE | $9,437 | $5,619+68.0% | $5,057+86.6% | $6,688+41.1% |
| Admin fee / account holder | $415 | $9,750-95.7% | $8,355-95.0% | $13,397-96.9% |