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 | $49,275 | $80,724-39.0% | $103,333-52.3% | $74,495-33.9% |
| Participation rate | 31.0% | 65.7%-34.6pp | 74.5%-43.5pp | 67.2%-36.2pp |
| Annual return | 12.85% | 27.56%-14.7pp | 24.88%-12.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $958 | $3,157-69.6% | $3,868-75.2% | $2,623-63.5% |
| Participant deferral / active EE | $2,184 | $3,860-43.4% | $5,057-56.8% | $4,346-49.7% |
| Admin fee / account holder | $4,655 | $2,368+96.6% | $8,355-44.3% | $1,942+139.7% |