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 | $48,660 | $60,323-19.3% | $81,812-40.5% | $74,495-34.7% |
| Participation rate | 32.9% | 62.9%-29.9pp | 72.3%-39.4pp | 67.2%-34.3pp |
| Annual return | 12.31% | 16.90%-4.6pp | 773.79%-761.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,347 | $2,620-48.6% | $2,912-53.8% | $2,623-48.6% |
| Participant deferral / active EE | $2,111 | $3,387-37.7% | $4,319-51.1% | $4,346-51.4% |
| Admin fee / account holder | $6,112 | $1,486+311.4% | $7,386-17.2% | $1,942+214.8% |