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 | $74,263 | $67,984+9.2% | $65,493+13.4% | $74,304-0.1% |
| Participation rate | 39.9% | 66.3%-26.5pp | 73.1%-33.2pp | 60.3%-20.5pp |
| Annual return | 16.12% | 19.87%-3.7pp | 982.45%-966.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $603 | $2,491-75.8% | $2,574-76.6% | $2,241-73.1% |
| Participant deferral / active EE | $1,407 | $3,346-58.0% | $3,961-64.5% | $3,767-62.7% |
| Admin fee / account holder | $20,911 | $1,373+1423.3% | $5,028+315.9% | $2,969+604.4% |