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 | $59,329 | $115,770-48.8% | $101,248-41.4% | $158,922-62.7% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 12.45% | 56.14%-43.7pp | 46.47%-34.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,418 | $4,175-66.0% | $3,660-61.2% | $4,761-70.2% |
| Participant deferral / active EE | $3,717 | $4,957-25.0% | $4,370-14.9% | $5,982-37.9% |
| Admin fee / account holder | $3,775 | $7,245-47.9% | $5,945-36.5% | $11,246-66.4% |