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 | $49,335 | $67,984-27.4% | $65,493-24.7% | $74,304-33.6% |
| Participation rate | 38.7% | 66.3%-27.6pp | 73.1%-34.4pp | 60.3%-21.6pp |
| Annual return | 23.63% | 19.87%+3.8pp | 982.45%-958.8pp | 29.43%-5.8pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,629 | $3,346-21.4% | $3,961-33.6% | $3,767-30.2% |
| Admin fee / account holder | $9,241 | $1,373+573.2% | $5,028+83.8% | $2,969+211.3% |