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 | $50,642 | $111,301-54.5% | $112,977-55.2% | $158,922-68.1% |
| Participation rate | 52.4% | 83.5%-31.1pp | 82.6%-30.2pp | 82.0%-29.6pp |
| Annual return | 9.01% | 26.40%-17.4pp | 24.24%-15.2pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,641 | $4,471-40.9% | $4,255-37.9% | $4,761-44.5% |
| Participant deferral / active EE | $7,485 | $5,880+27.3% | $5,836+28.3% | $5,982+25.1% |
| Admin fee / account holder | $15,156 | $8,392+80.6% | $6,294+140.8% | $11,246+34.8% |