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 | $47,434 | $61,774-23.2% | $97,226-51.2% | $80,856-41.3% |
| Participation rate | 54.3% | 63.5%-9.2pp | 72.7%-18.4pp | 67.6%-13.4pp |
| Annual return | 20.55% | -557.90%+578.5pp | 75.13%-54.6pp | 35.59%-15.0pp |
| Employer contribution / active EE | $982 | $1,837-46.5% | $2,729-64.0% | $2,755-64.4% |
| Participant deferral / active EE | $2,035 | $3,029-32.8% | $4,264-52.3% | $4,296-52.6% |
| Admin fee / account holder | $603 | $5,166-88.3% | $5,654-89.3% | $6,918-91.3% |