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 | $47,074 | $60,124-21.7% | $90,404-47.9% | $79,858-41.1% |
| Participation rate | 59.6% | 65.0%-5.4pp | 72.7%-13.1pp | 69.6%-10.0pp |
| Annual return | 20.55% | 71.94%-51.4pp | 1293.02%-1272.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,159 | $2,068-43.9% | $3,262-64.5% | $2,471-53.1% |
| Participant deferral / active EE | $2,089 | $2,938-28.9% | $3,963-47.3% | $3,740-44.1% |
| Admin fee / account holder | $1,365 | $3,976-65.7% | $5,611-75.7% | $5,306-74.3% |