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 | $63,211 | $70,428-10.2% | $96,562-34.5% | $85,850-26.4% |
| Participation rate | 28.0% | 61.8%-33.8pp | 69.8%-41.8pp | 69.3%-41.3pp |
| Annual return | 19.36% | 18.59%+0.8pp | 37.78%-18.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $530 | $1,413-62.5% | $2,356-77.5% | $2,565-79.3% |
| Participant deferral / active EE | $1,895 | $2,894-34.5% | $3,849-50.8% | $3,952-52.0% |
| Admin fee / account holder | $437 | $4,997-91.3% | $6,181-92.9% | $6,260-93.0% |