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 | $45,658 | $107,334-57.5% | $92,893-50.8% | $152,861-70.1% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 17.15% | 145.58%-128.4pp | 109.41%-92.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,675 | $4,221-60.3% | $3,653-54.2% | $4,762-64.8% |
| Participant deferral / active EE | $2,414 | $4,845-50.2% | $4,236-43.0% | $5,850-58.7% |
| Admin fee / account holder | $830 | $7,079-88.3% | $5,794-85.7% | $11,596-92.8% |