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 | $56,348 | $81,208-30.6% | $98,907-43.0% | $79,858-29.4% |
| Participation rate | 46.6% | 72.5%-26.0pp | 76.0%-29.5pp | 69.6%-23.1pp |
| Annual return | 20.33% | 60.99%-40.7pp | 196.43%-176.1pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,403 | $1,960-28.4% | $2,689-47.8% | $2,471-43.2% |
| Participant deferral / active EE | $2,635 | $3,265-19.3% | $4,244-37.9% | $3,740-29.6% |
| Admin fee / account holder | $322 | $6,013-94.6% | $6,642-95.1% | $5,306-93.9% |