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 | $39,606 | $48,230-17.9% | $67,502-41.3% | $80,856-51.0% |
| Participation rate | 53.8% | 66.4%-12.5pp | 72.9%-19.0pp | 67.6%-13.8pp |
| Annual return | 16.61% | 18.28%-1.7pp | 3512.12%-3495.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,336 | $2,020-33.9% | $2,731-51.1% | $2,755-51.5% |
| Participant deferral / active EE | $2,289 | $2,924-21.7% | $4,000-42.8% | $4,296-46.7% |
| Admin fee / account holder | $778 | $3,681-78.9% | $3,998-80.5% | $6,918-88.8% |