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 | $48,898 | $54,701-10.6% | $86,188-43.3% | $71,457-31.6% |
| Participation rate | 48.0% | 60.1%-12.1pp | 69.0%-21.0pp | 67.9%-19.9pp |
| Annual return | 14.47% | 20.06%-5.6pp | 1168.45%-1154.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $972 | $1,265-23.2% | $2,380-59.2% | $2,588-62.5% |
| Participant deferral / active EE | $1,912 | $3,108-38.5% | $3,985-52.0% | $4,289-55.4% |
| Admin fee / account holder | $3,459 | $1,922+80.0% | $6,852-49.5% | $1,587+117.9% |