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 8-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 | $48,593 | $127,777-62.0% | $106,548-54.4% | $167,490-71.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 60.05% | 33.87%+26.2pp | 26.80%+33.3pp | 478.56%-418.5pp |
| Employer contribution / active EE | $2,542 | $3,427-25.8% | $2,819-9.8% | $4,837-47.5% |
| Participant deferral / active EE | $5,035 | $5,087-1.0% | $4,398+14.5% | $6,341-20.6% |
| Admin fee / account holder | $2,950 | $11,228-73.7% | $7,407-60.2% | $12,309-76.0% |