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 | $50,611 | $99,877-49.3% | $84,966-40.4% | $145,922-65.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.57% | 83.76%-75.2pp | 66.38%-57.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $924 | $3,231-71.4% | $2,727-66.1% | $4,660-80.2% |
| Participant deferral / active EE | $2,761 | $5,291-47.8% | $4,519-38.9% | $6,688-58.7% |
| Admin fee / account holder | $21,009 | $7,248+189.9% | $6,149+241.7% | $13,397+56.8% |