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 | $49,934 | $61,774-19.2% | $97,226-48.6% | $80,856-38.2% |
| Participation rate | 62.9% | 63.5%-0.6pp | 72.7%-9.8pp | 67.6%-4.8pp |
| Annual return | 11.20% | -557.90%+569.1pp | 75.13%-63.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,285 | $1,837-30.0% | $2,729-52.9% | $2,755-53.4% |
| Participant deferral / active EE | $3,210 | $3,029+6.0% | $4,264-24.7% | $4,296-25.3% |
| Admin fee / account holder | $3,851 | $5,166-25.5% | $5,654-31.9% | $6,918-44.3% |