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 | $67,813 | $55,415+22.4% | $155,509-56.4% | $74,495-9.0% |
| Participation rate | 44.6% | 61.9%-17.3pp | 78.2%-33.6pp | 67.2%-22.6pp |
| Annual return | 15.95% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,498 | $2,267-33.9% | $4,672-67.9% | $2,623-42.9% |
| Participant deferral / active EE | $1,342 | $2,836-52.7% | $5,626-76.1% | $4,346-69.1% |
| Admin fee / account holder | $9,160 | $1,738+426.9% | $15,912-42.4% | $1,942+371.7% |