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 | $48,906 | $48,795+0.2% | $65,493-25.3% | $84,808-42.3% |
| Participation rate | 37.5% | 67.0%-29.5pp | 73.1%-35.6pp | 68.3%-30.8pp |
| Annual return | 13.29% | 20.20%-6.9pp | 982.45%-969.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,462 | $1,930-24.2% | $2,574-43.2% | $2,631-44.4% |
| Participant deferral / active EE | $3,063 | $2,928+4.6% | $3,961-22.7% | $4,212-27.3% |
| Admin fee / account holder | $5,963 | $3,877+53.8% | $5,028+18.6% | $7,344-18.8% |