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 | $53,969 | $86,944-37.9% | $107,525-49.8% | $74,304-27.4% |
| Participation rate | 43.8% | 59.6%-15.8pp | 75.1%-31.3pp | 60.3%-16.6pp |
| Annual return | 14.37% | 23.52%-9.1pp | 181.32%-166.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,016 | $2,757-63.2% | $3,754-72.9% | $2,241-54.7% |
| Participant deferral / active EE | $2,489 | $3,554-30.0% | $5,116-51.4% | $3,767-33.9% |
| Admin fee / account holder | $4,214 | $3,727+13.1% | $8,919-52.7% | $2,969+42.0% |