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 | $36,988 | $98,750-62.5% | $149,696-75.3% | $79,858-53.7% |
| Participation rate | 51.1% | 75.8%-24.7pp | 82.5%-31.4pp | 69.6%-18.6pp |
| Annual return | 18.33% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,312 | $5,680-6.5% | $6,842-22.4% | $3,740+42.0% |
| Admin fee / account holder | $3,290 | $6,053-45.6% | $9,309-64.7% | $5,306-38.0% |