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 | $49,987 | $77,314-35.3% | $177,989-71.9% | $80,856-38.2% |
| Participation rate | 33.3% | 65.7%-32.4pp | 77.1%-43.8pp | 67.6%-34.3pp |
| Annual return | 11.91% | 18.09%-6.2pp | 294.48%-282.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $683 | $2,292-70.2% | $3,949-82.7% | $2,755-75.2% |
| Participant deferral / active EE | $1,769 | $4,411-59.9% | $6,276-71.8% | $4,296-58.8% |
| Admin fee / account holder | $3,430 | $7,191-52.3% | $10,363-66.9% | $6,918-50.4% |