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 | $32,609 | $77,314-57.8% | $177,989-81.7% | $80,856-59.7% |
| Participation rate | 62.9% | 65.7%-2.8pp | 77.1%-14.2pp | 67.6%-4.8pp |
| Annual return | 11.89% | 18.09%-6.2pp | 294.48%-282.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $626 | $2,292-72.7% | $3,949-84.1% | $2,755-77.3% |
| Participant deferral / active EE | $2,894 | $4,411-34.4% | $6,276-53.9% | $4,296-32.6% |
| Admin fee / account holder | $5,154 | $7,191-28.3% | $10,363-50.3% | $6,918-25.5% |