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 | $46,276 | $91,538-49.4% | $129,995-64.4% | $75,163-38.4% |
| Participation rate | 64.8% | 71.4%-6.6pp | 78.5%-13.7pp | 67.2%-2.4pp |
| Annual return | 23.13% | -631.11%+654.2pp | -137.18%+160.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,494 | $2,845-47.5% | $4,320-65.4% | $2,670-44.0% |
| Participant deferral / active EE | $7,496 | $4,341+72.7% | $5,820+28.8% | $4,125+81.7% |
| Admin fee / account holder | $1,491 | $6,790-78.0% | $10,614-86.0% | $5,651-73.6% |