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 | $50,642 | $93,346-45.7% | $71,796-29.5% | $273,961-81.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 7.29% | 130.39%-123.1pp | 78.04%-70.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,372 | $2,733-49.8% | $1,924-28.7% | $4,869-71.8% |
| Participant deferral / active EE | $4,122 | $3,475+18.6% | $2,794+47.5% | $5,287-22.0% |
| Admin fee / account holder | $20,772 | $6,571+216.1% | $4,815+331.4% | $10,132+105.0% |