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 | $49,964 | $70,428-29.1% | $96,562-48.3% | $85,850-41.8% |
| Participation rate | 58.3% | 61.8%-3.5pp | 69.8%-11.5pp | 69.3%-11.0pp |
| Annual return | 13.81% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,851 | $1,413+172.5% | $2,356+63.4% | $2,565+50.1% |
| Participant deferral / active EE | $6,649 | $2,894+129.8% | $3,849+72.8% | $3,952+68.3% |
| Admin fee / account holder | $2,893 | $4,997-42.1% | $6,181-53.2% | $6,260-53.8% |