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 | $52,350 | $44,850+16.7% | $60,547-13.5% | $59,632-12.2% |
| Participation rate | 44.4% | 59.5%-15.0pp | 68.0%-23.5pp | 68.7%-24.2pp |
| Annual return | 0.26% | 1074.14%-1073.9pp | 335.64%-335.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $789 | $1,462-46.1% | $2,419-67.4% | $2,203-64.2% |
| Participant deferral / active EE | $1,577 | $2,230-29.3% | $3,328-52.6% | $3,192-50.6% |
| Admin fee / account holder | $4,423 | $3,635+21.7% | $4,536-2.5% | $4,297+2.9% |