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 | $53,159 | $77,899-31.8% | $149,673-64.5% | $75,163-29.3% |
| Participation rate | 25.4% | 65.6%-40.2pp | 78.8%-53.4pp | 67.2%-41.8pp |
| Annual return | 15.33% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $843 | $3,137-73.1% | $4,818-82.5% | $2,670-68.4% |
| Participant deferral / active EE | $1,651 | $3,411-51.6% | $5,680-70.9% | $4,125-60.0% |
| Admin fee / account holder | $1,891 | $5,956-68.3% | $13,210-85.7% | $5,651-66.5% |