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 | $48,999 | $91,190-46.3% | $178,490-72.5% | $79,858-38.6% |
| Participation rate | 62.0% | 69.2%-7.2pp | 81.9%-19.9pp | 69.6%-7.6pp |
| Annual return | 10.45% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,051 | $3,256-67.7% | $5,011-79.0% | $2,471-57.5% |
| Participant deferral / active EE | $1,622 | $3,236-49.9% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $6,905 | $6,751+2.3% | $13,984-50.6% | $5,306+30.1% |