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 | $46,650 | $65,561-28.8% | $86,188-45.9% | $75,163-37.9% |
| Participation rate | 50.6% | 60.5%-9.8pp | 69.0%-18.3pp | 67.2%-16.5pp |
| Annual return | 16.51% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,616 | $1,553+4.1% | $2,380-32.1% | $2,670-39.5% |
| Participant deferral / active EE | $3,478 | $3,024+15.0% | $3,985-12.7% | $4,125-15.7% |
| Admin fee / account holder | $2,797 | $5,474-48.9% | $6,852-59.2% | $5,651-50.5% |