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 | $57,798 | $101,317-43.0% | $146,958-60.7% | $74,495-22.4% |
| Participation rate | 61.2% | 75.5%-14.4pp | 82.2%-21.0pp | 67.2%-6.0pp |
| Annual return | 15.27% | 8730.91%-8715.6pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,118 | $3,810-70.7% | $4,933-77.3% | $2,623-57.4% |
| Participant deferral / active EE | $4,877 | $7,303-33.2% | $8,070-39.6% | $4,346+12.2% |
| Admin fee / account holder | $3,931 | $1,739+126.1% | $12,998-69.8% | $1,942+102.5% |