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 | $50,460 | $85,766-41.2% | $136,294-63.0% | $70,131-28.0% |
| Participation rate | 56.1% | 74.2%-18.1pp | 81.9%-25.8pp | 69.5%-13.4pp |
| Annual return | 15.46% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $4,567 | $2,966+54.0% | $4,695-2.7% | $2,342+95.0% |
| Participant deferral / active EE | $13,877 | $5,051+174.7% | $6,247+122.1% | $3,332+316.5% |
| Admin fee / account holder | $52,018 | $5,420+859.7% | $9,243+462.8% | $4,645+1019.8% |