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 | $52,904 | $95,416-44.6% | $185,823-71.5% | $85,850-38.4% |
| Participation rate | 67.1% | 68.8%-1.7pp | 81.7%-14.6pp | 69.3%-2.2pp |
| Annual return | 15.56% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,415 | $3,314-27.1% | $5,167-53.3% | $2,565-5.9% |
| Participant deferral / active EE | $4,322 | $3,423+26.2% | $5,568-22.4% | $3,952+9.4% |
| Admin fee / account holder | $658 | $7,213-90.9% | $16,237-95.9% | $6,260-89.5% |