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 | $52,501 | $55,415-5.3% | $155,509-66.2% | $74,495-29.5% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.7pp | 67.2%-12.7pp |
| Annual return | 12.16% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,205 | $2,267-2.7% | $4,672-52.8% | $2,623-15.9% |
| Participant deferral / active EE | $3,110 | $2,836+9.7% | $5,626-44.7% | $4,346-28.4% |
| Admin fee / account holder | $2,882 | $1,738+65.8% | $15,912-81.9% | $1,942+48.4% |