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 | $35,893 | $197,825-81.9% | $155,790-77.0% | $125,391-71.4% |
| Participation rate | 61.9% | 82.1%-20.2pp | 76.1%-14.2pp | 83.2%-21.3pp |
| Annual return | 0.48% | 86.74%-86.3pp | 71.54%-71.1pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,926 | $4,847-60.3% | $3,836-49.8% | $4,866-60.4% |
| Participant deferral / active EE | $3,635 | $5,630-35.4% | $4,797-24.2% | $5,352-32.1% |
| Admin fee / account holder | $3,828 | $9,545-59.9% | $7,478-48.8% | $9,540-59.9% |