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 | $52,091 | $69,977-25.6% | $108,579-52.0% | $62,891-17.2% |
| Participation rate | 65.6% | 72.9%-7.3pp | 79.6%-13.9pp | 69.3%-3.7pp |
| Annual return | 5.30% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $968 | $2,135-54.7% | $3,758-74.2% | $2,281-57.6% |
| Participant deferral / active EE | $2,065 | $3,165-34.7% | $4,311-52.1% | $3,203-35.5% |
| Admin fee / account holder | $467 | $5,076-90.8% | $7,645-93.9% | $4,296-89.1% |