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 | $46,357 | $99,877-53.6% | $84,966-45.4% | $145,922-68.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.59% | 83.76%-75.2pp | 66.38%-57.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,248 | $3,231-61.4% | $2,727-54.2% | $4,660-73.2% |
| Participant deferral / active EE | $1,872 | $5,291-64.6% | $4,519-58.6% | $6,688-72.0% |
| Admin fee / account holder | $69,587 | $7,248+860.1% | $6,149+1031.7% | $13,397+419.4% |