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 | $47,057 | $124,281-62.1% | $109,143-56.9% | $167,490-71.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 17.92% | 26.04%-8.1pp | 25.75%-7.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,190 | $4,207-71.7% | $3,722-68.0% | $4,837-75.4% |
| Participant deferral / active EE | $4,842 | $5,255-7.9% | $4,653+4.1% | $6,341-23.6% |
| Admin fee / account holder | $669 | $7,970-91.6% | $6,752-90.1% | $12,309-94.6% |