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 | $51,687 | $78,672-34.3% | $109,143-52.6% | $85,850-39.8% |
| Participation rate | 51.8% | 68.3%-16.5pp | 75.9%-24.1pp | 69.3%-17.5pp |
| Annual return | 14.84% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4,056 | $2,735+48.3% | $3,722+9.0% | $2,565+58.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,421 | $5,469-37.4% | $6,752-49.3% | $6,260-45.3% |