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 | $51,173 | $70,428-27.3% | $96,562-47.0% | $85,850-40.4% |
| Participation rate | 22.2% | 61.8%-39.6pp | 69.8%-47.6pp | 69.3%-47.1pp |
| Annual return | 20.27% | 18.59%+1.7pp | 37.78%-17.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $587 | $1,413-58.5% | $2,356-75.1% | $2,565-77.1% |
| Participant deferral / active EE | $1,662 | $2,894-42.6% | $3,849-56.8% | $3,952-57.9% |
| Admin fee / account holder | $2,402 | $4,997-51.9% | $6,181-61.1% | $6,260-61.6% |