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 7-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 | $47,519 | $118,849-60.0% | $96,562-50.8% | $167,490-71.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 18.30% | 50.49%-32.2pp | 37.78%-19.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,927 | $3,120-6.2% | $2,356+24.2% | $4,837-39.5% |
| Participant deferral / active EE | $6,630 | $4,616+43.6% | $3,849+72.3% | $6,341+4.6% |
| Admin fee / account holder | $3,861 | $8,065-52.1% | $6,181-37.5% | $12,309-68.6% |