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 | $47,424 | $104,251-54.5% | $91,001-47.9% | $147,584-67.9% |
| Participation rate | 61.9% | 78.2%-16.3pp | 75.6%-13.7pp | 82.8%-20.9pp |
| Annual return | 38.33% | 27.06%+11.3pp | 4.60%+33.7pp | 578.55%-540.2pp |
| Employer contribution / active EE | $2,211 | $3,116-29.1% | $2,456-10.0% | $4,876-54.7% |
| Participant deferral / active EE | $4,700 | $4,195+12.0% | $3,547+32.5% | $5,439-13.6% |
| Admin fee / account holder | $551 | $8,948-93.8% | $5,417-89.8% | $10,885-94.9% |