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 | $49,143 | $83,902-41.4% | $167,512-70.7% | $84,808-42.1% |
| Participation rate | 55.6% | 66.5%-10.9pp | 77.1%-21.5pp | 68.3%-12.8pp |
| Annual return | 14.49% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,651 | $2,264-27.1% | $3,882-57.5% | $2,631-37.2% |
| Participant deferral / active EE | $3,127 | $4,442-29.6% | $6,405-51.2% | $4,212-25.8% |
| Admin fee / account holder | $3,189 | $7,915-59.7% | $9,769-67.4% | $7,344-56.6% |