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 | $47,234 | $55,415-14.8% | $155,509-69.6% | $74,495-36.6% |
| Participation rate | 50.5% | 61.9%-11.4pp | 78.2%-27.7pp | 67.2%-16.7pp |
| Annual return | 12.57% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $713 | $2,267-68.5% | $4,672-84.7% | $2,623-72.8% |
| Participant deferral / active EE | $2,107 | $2,836-25.7% | $5,626-62.5% | $4,346-51.5% |
| Admin fee / account holder | $2,832 | $1,738+62.9% | $15,912-82.2% | $1,942+45.8% |