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 | $48,780 | $77,899-37.4% | $149,673-67.4% | $75,163-35.1% |
| Participation rate | 47.7% | 65.6%-17.9pp | 78.8%-31.0pp | 67.2%-19.5pp |
| Annual return | 23.62% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $2,769 | $3,137-11.7% | $4,818-42.5% | $2,670+3.7% |
| Participant deferral / active EE | $3,701 | $3,411+8.5% | $5,680-34.9% | $4,125-10.3% |
| Admin fee / account holder | $524 | $5,956-91.2% | $13,210-96.0% | $5,651-90.7% |