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 | $61,637 | $59,101+4.3% | $77,163-20.1% | $75,163-18.0% |
| Participation rate | 48.6% | 63.9%-15.2pp | 69.6%-20.9pp | 67.2%-18.5pp |
| Annual return | 16.00% | 26.71%-10.7pp | 37.87%-21.9pp | 160.62%-144.6pp |
| Employer contribution / active EE | $606 | $1,995-69.6% | $2,535-76.1% | $2,670-77.3% |
| Participant deferral / active EE | $1,113 | $2,999-62.9% | $3,833-71.0% | $4,125-73.0% |
| Admin fee / account holder | $7,008 | $4,774+46.8% | $5,472+28.1% | $5,651+24.0% |