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 | $44,560 | $49,922-10.7% | $80,569-44.7% | $75,163-40.7% |
| Participation rate | 32.9% | 55.3%-22.4pp | 67.0%-34.1pp | 67.2%-34.3pp |
| Annual return | 40.28% | 34.69%+5.6pp | 935.43%-895.1pp | 160.62%-120.3pp |
| Employer contribution / active EE | $1,473 | $1,698-13.3% | $2,723-45.9% | $2,670-44.8% |
| Participant deferral / active EE | $2,592 | $2,990-13.3% | $4,447-41.7% | $4,125-37.2% |
| Admin fee / account holder | $1,373 | $3,577-61.6% | $5,377-74.5% | $5,651-75.7% |