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 | $51,564 | $80,724-36.1% | $103,333-50.1% | $74,495-30.8% |
| Participation rate | 48.1% | 65.7%-17.5pp | 74.5%-26.4pp | 67.2%-19.1pp |
| Annual return | 11.22% | 27.56%-16.3pp | 24.88%-13.7pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,010 | $3,157-68.0% | $3,868-73.9% | $2,623-61.5% |
| Participant deferral / active EE | $3,181 | $3,860-17.6% | $5,057-37.1% | $4,346-26.8% |
| Admin fee / account holder | $30,168 | $2,368+1174.0% | $8,355+261.1% | $1,942+1453.7% |