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 | $46,715 | $73,360-36.3% | $177,989-73.8% | $74,495-37.3% |
| Participation rate | 40.5% | 66.6%-26.1pp | 77.1%-36.5pp | 67.2%-26.7pp |
| Annual return | 13.74% | 17.49%-3.7pp | 294.48%-280.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $802 | $2,216-63.8% | $3,949-79.7% | $2,623-69.4% |
| Participant deferral / active EE | $1,908 | $4,513-57.7% | $6,276-69.6% | $4,346-56.1% |
| Admin fee / account holder | $732 | $1,808-59.5% | $10,363-92.9% | $1,942-62.3% |