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 | $45,698 | $100,852-54.7% | $90,404-49.5% | $158,922-71.2% |
| Participation rate | 35.0% | 75.0%-40.0pp | 72.7%-37.7pp | 82.0%-47.0pp |
| Annual return | 8.89% | 1724.20%-1715.3pp | 1293.02%-1284.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $218 | $3,689-94.1% | $3,262-93.3% | $4,761-95.4% |
| Participant deferral / active EE | $1,595 | $4,348-63.3% | $3,963-59.8% | $5,982-73.3% |
| Admin fee / account holder | $2,829 | $6,501-56.5% | $5,611-49.6% | $11,246-74.8% |