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 | $49,501 | $61,774-19.9% | $97,226-49.1% | $80,856-38.8% |
| Participation rate | 54.8% | 63.5%-8.7pp | 72.7%-17.8pp | 67.6%-12.8pp |
| Annual return | 14.12% | -557.90%+572.0pp | 75.13%-61.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $778 | $1,837-57.7% | $2,729-71.5% | $2,755-71.8% |
| Participant deferral / active EE | $3,406 | $3,029+12.5% | $4,264-20.1% | $4,296-20.7% |
| Admin fee / account holder | $1,046 | $5,166-79.7% | $5,654-81.5% | $6,918-84.9% |