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 | $65,635 | $108,172-39.3% | $77,482-15.3% | $158,922-58.7% |
| Participation rate | 45.5% | 64.4%-19.0pp | 54.2%-8.7pp | 82.0%-36.5pp |
| Annual return | 14.81% | 31.67%-16.9pp | 54.79%-40.0pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,893 | $1,325+42.8% | $986+91.9% | $4,761-60.3% |
| Participant deferral / active EE | $1,093 | $2,456-55.5% | $1,861-41.3% | $5,982-81.7% |
| Admin fee / account holder | $1,156 | $3,708-68.8% | $2,858-59.5% | $11,246-89.7% |