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 | $52,434 | $197,825-73.5% | $155,790-66.3% | $125,391-58.2% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | 0.67% | 86.74%-86.1pp | 71.54%-70.9pp | 282.22%-281.6pp |
| Employer contribution / active EE | $9,358 | $4,847+93.1% | $3,836+143.9% | $4,866+92.3% |
| Participant deferral / active EE | $8,037 | $5,630+42.8% | $4,797+67.5% | $5,352+50.2% |
| Admin fee / account holder | $3,584 | $9,545-62.4% | $7,478-52.1% | $9,540-62.4% |