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 3-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 | $47,871 | $65,561-27.0% | $86,188-44.5% | $75,163-36.3% |
| Participation rate | 56.8% | 60.5%-3.7pp | 69.0%-12.2pp | 67.2%-10.4pp |
| Annual return | 13.52% | 46.05%-32.5pp | 1168.45%-1154.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,185 | $1,553-23.7% | $2,380-50.2% | $2,670-55.6% |
| Participant deferral / active EE | $2,060 | $3,024-31.9% | $3,985-48.3% | $4,125-50.1% |
| Admin fee / account holder | $11,230 | $5,474+105.2% | $6,852+63.9% | $5,651+98.7% |