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 | $48,053 | $93,024-48.3% | $77,024-37.6% | $134,475-64.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -15.82% | 62.60%-78.4pp | 42.32%-58.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,199 | $3,418-64.9% | $2,812-57.4% | $4,740-74.7% |
| Participant deferral / active EE | $3,599 | $5,238-31.3% | $4,426-18.7% | $6,400-43.8% |
| Admin fee / account holder | $4,517 | $6,944-35.0% | $5,425-16.7% | $11,426-60.5% |