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 | $60,073 | $70,428-14.7% | $96,562-37.8% | $85,850-30.0% |
| Participation rate | 49.1% | 61.8%-12.7pp | 69.8%-20.7pp | 69.3%-20.2pp |
| Annual return | 13.48% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $615 | $1,413-56.5% | $2,356-73.9% | $2,565-76.0% |
| Participant deferral / active EE | $2,286 | $2,894-21.0% | $3,849-40.6% | $3,952-42.1% |
| Admin fee / account holder | $2,591 | $4,997-48.2% | $6,181-58.1% | $6,260-58.6% |