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 | $52,131 | $57,281-9.0% | $86,612-39.8% | $75,163-30.6% |
| Participation rate | 48.1% | 63.2%-15.1pp | 71.7%-23.6pp | 67.2%-19.1pp |
| Annual return | 17.38% | 2670.75%-2653.4pp | 591.07%-573.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,412 | $2,314-39.0% | $3,022-53.3% | $2,670-47.1% |
| Participant deferral / active EE | $1,975 | $3,318-40.5% | $4,438-55.5% | $4,125-52.1% |
| Admin fee / account holder | $2,191 | $4,112-46.7% | $5,614-61.0% | $5,651-61.2% |