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 | $50,344 | $96,484-47.8% | $75,886-33.7% | $152,861-67.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 21.35% | 33.98%-12.6pp | 30.76%-9.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $536 | $3,309-83.8% | $2,500-78.6% | $4,762-88.8% |
| Participant deferral / active EE | $1,653 | $4,553-63.7% | $3,603-54.1% | $5,850-71.7% |
| Admin fee / account holder | $3,785 | $8,078-53.1% | $5,418-30.2% | $11,596-67.4% |