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 | $58,860 | $65,041-9.5% | $90,951-35.3% | $79,858-26.3% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 19.34% | 30.45%-11.1pp | 134.60%-115.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,030 | $1,247-17.4% | $2,122-51.5% | $2,471-58.3% |
| Participant deferral / active EE | $2,776 | $2,512+10.5% | $3,373-17.7% | $3,740-25.8% |
| Admin fee / account holder | $1,059 | $4,536-76.7% | $5,959-82.2% | $5,306-80.0% |