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 | $59,023 | $37,426+57.7% | $77,482-23.8% | $79,858-26.1% |
| Participation rate | 24.1% | 41.5%-17.4pp | 54.2%-30.0pp | 69.6%-45.5pp |
| Annual return | 14.69% | 39.70%-25.0pp | 54.79%-40.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $597 | $637-6.2% | $986-39.4% | $2,471-75.8% |
| Participant deferral / active EE | $1,646 | $1,260+30.6% | $1,861-11.6% | $3,740-56.0% |
| Admin fee / account holder | $10,154 | $2,504+305.5% | $2,858+255.3% | $5,306+91.4% |