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 | $48,797 | $83,902-41.8% | $167,512-70.9% | $84,808-42.5% |
| Participation rate | 37.9% | 66.5%-28.6pp | 77.1%-39.2pp | 68.3%-30.4pp |
| Annual return | 16.12% | 91.55%-75.4pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,800 | $2,264-20.5% | $3,882-53.6% | $2,631-31.6% |
| Participant deferral / active EE | $2,652 | $4,442-40.3% | $6,405-58.6% | $4,212-37.0% |
| Admin fee / account holder | $5,151 | $7,915-34.9% | $9,769-47.3% | $7,344-29.9% |