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 | $52,992 | $96,484-45.1% | $75,886-30.2% | $152,861-65.3% |
| Participation rate | 53.8% | 76.2%-22.3pp | 69.3%-15.4pp | 82.4%-28.6pp |
| Annual return | 18.45% | 33.98%-15.5pp | 30.76%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,057 | $3,309-68.1% | $2,500-57.7% | $4,762-77.8% |
| Participant deferral / active EE | $6,116 | $4,553+34.3% | $3,603+69.7% | $5,850+4.5% |
| Admin fee / account holder | $1,091 | $8,078-86.5% | $5,418-79.9% | $11,596-90.6% |