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 | $48,479 | $60,124-19.4% | $90,404-46.4% | $79,858-39.3% |
| Participation rate | 53.7% | 65.0%-11.3pp | 72.7%-19.0pp | 69.6%-16.0pp |
| Annual return | 22.94% | 71.94%-49.0pp | 1293.02%-1270.1pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,385 | $2,068-33.0% | $3,262-57.5% | $2,471-43.9% |
| Participant deferral / active EE | $3,523 | $2,938+19.9% | $3,963-11.1% | $3,740-5.8% |
| Admin fee / account holder | $333 | $3,976-91.6% | $5,611-94.1% | $5,306-93.7% |