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 | $59,563 | $81,208-26.7% | $98,907-39.8% | $79,858-25.4% |
| Participation rate | 21.9% | 72.5%-50.6pp | 76.0%-54.1pp | 69.6%-47.8pp |
| Annual return | 16.36% | 60.99%-44.6pp | 196.43%-180.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $526 | $1,960-73.2% | $2,689-80.4% | $2,471-78.7% |
| Participant deferral / active EE | $2,037 | $3,265-37.6% | $4,244-52.0% | $3,740-45.5% |
| Admin fee / account holder | $3,864 | $6,013-35.7% | $6,642-41.8% | $5,306-27.2% |