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 | $49,644 | $80,717-38.5% | $154,803-67.9% | $84,808-41.5% |
| Participation rate | 9.0% | 66.8%-57.9pp | 78.1%-69.1pp | 68.3%-59.4pp |
| Annual return | 136.64% | 37.96%+98.7pp | 58.88%+77.8pp | 40.90%+95.7pp |
| Employer contribution / active EE | $489 | $2,761-82.3% | $4,305-88.6% | $2,631-81.4% |
| Participant deferral / active EE | $1,197 | $3,303-63.8% | $5,540-78.4% | $4,212-71.6% |
| Admin fee / account holder | $2,827 | $6,746-58.1% | $14,329-80.3% | $7,344-61.5% |