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 | $61,889 | $48,795+26.8% | $65,493-5.5% | $84,808-27.0% |
| Participation rate | 20.2% | 67.0%-46.7pp | 73.1%-52.9pp | 68.3%-48.1pp |
| Annual return | 22.49% | 20.20%+2.3pp | 982.45%-960.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $388 | $1,930-79.9% | $2,574-84.9% | $2,631-85.2% |
| Participant deferral / active EE | $1,371 | $2,928-53.2% | $3,961-65.4% | $4,212-67.4% |
| Admin fee / account holder | $6,171 | $3,877+59.2% | $5,028+22.7% | $7,344-16.0% |