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 | $55,573 | $86,944-36.1% | $107,525-48.3% | $74,304-25.2% |
| Participation rate | 31.7% | 59.6%-27.9pp | 75.1%-43.4pp | 60.3%-28.7pp |
| Annual return | 90.10% | 23.52%+66.6pp | 181.32%-91.2pp | 29.43%+60.7pp |
| Employer contribution / active EE | $764 | $2,757-72.3% | $3,754-79.7% | $2,241-65.9% |
| Participant deferral / active EE | $1,915 | $3,554-46.1% | $5,116-62.6% | $3,767-49.2% |
| Admin fee / account holder | $1,943 | $3,727-47.9% | $8,919-78.2% | $2,969-34.6% |