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 | $50,741 | $108,172-53.1% | $77,482-34.5% | $158,922-68.1% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 15.38% | 31.67%-16.3pp | 54.79%-39.4pp | 302.83%-287.4pp |
| Employer contribution / active EE | $903 | $1,325-31.8% | $986-8.5% | $4,761-81.0% |
| Participant deferral / active EE | $979 | $2,456-60.1% | $1,861-47.4% | $5,982-83.6% |
| Admin fee / account holder | $671 | $3,708-81.9% | $2,858-76.5% | $11,246-94.0% |