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 | $52,717 | $70,428-25.1% | $96,562-45.4% | $85,850-38.6% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.6pp | 69.3%-26.1pp |
| Annual return | 11.18% | 18.59%-7.4pp | 37.78%-26.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $520 | $1,413-63.2% | $2,356-77.9% | $2,565-79.7% |
| Participant deferral / active EE | $3,627 | $2,894+25.4% | $3,849-5.8% | $3,952-8.2% |
| Admin fee / account holder | $2,216 | $4,997-55.7% | $6,181-64.2% | $6,260-64.6% |