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 | $50,539 | $127,264-60.3% | $109,895-54.0% | $167,490-69.8% |
| Participation rate | 27.8% | 77.9%-50.1pp | 74.2%-46.4pp | 82.1%-54.3pp |
| Annual return | 10.37% | 22.97%-12.6pp | 29.45%-19.1pp | 478.56%-468.2pp |
| Employer contribution / active EE | $668 | $3,322-79.9% | $2,842-76.5% | $4,837-86.2% |
| Participant deferral / active EE | $2,286 | $4,514-49.3% | $4,048-43.5% | $6,341-63.9% |
| Admin fee / account holder | $7,287 | $7,114+2.4% | $6,066+20.1% | $12,309-40.8% |