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 | $49,370 | $65,409-24.5% | $98,442-49.8% | $85,850-42.5% |
| Participation rate | 51.3% | 65.0%-13.7pp | 73.3%-22.1pp | 69.3%-18.0pp |
| Annual return | 22.66% | 21.76%+0.9pp | 1492.73%-1470.1pp | 318.53%-295.9pp |
| Employer contribution / active EE | $3,319 | $2,168+53.1% | $2,960+12.2% | $2,565+29.4% |
| Participant deferral / active EE | $4,551 | $3,166+43.7% | $4,276+6.4% | $3,952+15.2% |
| Admin fee / account holder | $3,089 | $4,593-32.7% | $5,949-48.1% | $6,260-50.6% |