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 | $52,328 | $99,079-47.2% | $77,999-32.9% | $273,961-80.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 4.69% | 217.93%-213.2pp | 425.96%-421.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,064 | $3,308-67.8% | $2,470-56.9% | $4,869-78.1% |
| Participant deferral / active EE | $2,339 | $4,306-45.7% | $3,497-33.1% | $5,287-55.8% |
| Admin fee / account holder | $1,411 | $8,954-84.2% | $5,480-74.3% | $10,132-86.1% |