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 | $44,776 | $52,519-14.7% | $155,790-71.3% | $59,632-24.9% |
| Participation rate | 60.9% | 61.7%-0.8pp | 76.1%-15.2pp | 68.7%-7.7pp |
| Annual return | 3.85% | 53.51%-49.7pp | 71.54%-67.7pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $1,050 | $1,589-33.9% | $3,836-72.6% | $2,203-52.3% |
| Participant deferral / active EE | $3,404 | $3,084+10.4% | $4,797-29.0% | $3,192+6.7% |
| Admin fee / account holder | $7,013 | $3,540+98.1% | $7,478-6.2% | $4,297+63.2% |