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 | $45,196 | $210,648-78.5% | $177,989-74.6% | $145,922-69.0% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 25.03% | 385.86%-360.8pp | 294.48%-269.5pp | 561.29%-536.3pp |
| Employer contribution / active EE | $1,325 | $4,565-71.0% | $3,949-66.4% | $4,660-71.6% |
| Participant deferral / active EE | $3,253 | $6,958-53.2% | $6,276-48.2% | $6,688-51.4% |
| Admin fee / account holder | $5,392 | $12,013-55.1% | $10,363-48.0% | $13,397-59.8% |