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 | $52,287 | $78,705-33.6% | $117,854-55.6% | $70,131-25.4% |
| Participation rate | 51.4% | 73.2%-21.8pp | 79.7%-28.2pp | 69.5%-18.1pp |
| Annual return | 15.41% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,041 | $2,223-53.2% | $3,786-72.5% | $2,342-55.6% |
| Participant deferral / active EE | $1,781 | $3,297-46.0% | $4,482-60.3% | $3,332-46.5% |
| Admin fee / account holder | $674 | $5,065-86.7% | $8,020-91.6% | $4,645-85.5% |