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 | $53,989 | $61,774-12.6% | $97,226-44.5% | $80,856-33.2% |
| Participation rate | 53.7% | 63.5%-9.8pp | 72.7%-19.0pp | 67.6%-14.0pp |
| Annual return | 16.33% | -557.90%+574.2pp | 75.13%-58.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,030 | $1,837-43.9% | $2,729-62.2% | $2,755-62.6% |
| Participant deferral / active EE | $2,613 | $3,029-13.7% | $4,264-38.7% | $4,296-39.2% |
| Admin fee / account holder | $5,683 | $5,166+10.0% | $5,654+0.5% | $6,918-17.9% |