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 | $62,005 | $78,103-20.6% | $289,028-78.5% | $116,875-46.9% |
| Participation rate | 37.5% | 69.5%-32.0pp | 78.0%-40.5pp | 74.5%-37.0pp |
| Annual return | 17.23% | 15.26%+2.0pp | 243.94%-226.7pp | 16.29%+0.9pp |
| Employer contribution / active EE | $1,196 | $2,718-56.0% | $6,326-81.1% | $3,288-63.6% |
| Participant deferral / active EE | $1,555 | $2,921-46.8% | $4,804-67.6% | $3,885-60.0% |
| Admin fee / account holder | $38,139 | $8,683+339.2% | $14,050+171.4% | $12,263+211.0% |