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 | $58,442 | $185,200-68.4% | $142,863-59.1% | $167,490-65.1% |
| Participation rate | 46.7% | 78.4%-31.8pp | 71.9%-25.3pp | 82.1%-35.4pp |
| Annual return | 12.27% | 8555.70%-8543.4pp | 5637.54%-5625.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $868 | $5,604-84.5% | $4,144-79.1% | $4,837-82.1% |
| Participant deferral / active EE | $3,075 | $4,494-31.6% | $3,837-19.9% | $6,341-51.5% |
| Admin fee / account holder | $4,760 | $8,031-40.7% | $6,560-27.4% | $12,309-61.3% |