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 | $52,199 | $49,177+6.1% | $79,464-34.3% | $64,186-18.7% |
| Participation rate | 43.8% | 65.0%-21.3pp | 73.3%-29.6pp | 69.6%-25.8pp |
| Annual return | 5.45% | -1.16%+6.6pp | 718.14%-712.7pp | 7.63%-2.2pp |
| Employer contribution / active EE | $1,435 | $2,076-30.9% | $2,800-48.8% | $2,381-39.7% |
| Participant deferral / active EE | $2,959 | $2,821+4.9% | $3,704-20.1% | $3,470-14.7% |
| Admin fee / account holder | $8,403 | $3,839+118.9% | $5,113+64.3% | $4,888+71.9% |