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 | $54,473 | $117,381-53.6% | $99,443-45.2% | $152,861-64.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 23.30% | 31.87%-8.6pp | 30.72%-7.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,105 | $3,013-63.3% | $2,540-56.5% | $4,762-76.8% |
| Participant deferral / active EE | $6,440 | $4,086+57.6% | $3,619+78.0% | $5,850+10.1% |
| Admin fee / account holder | $77,662 | $7,631+917.7% | $6,250+1142.5% | $11,596+569.7% |