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 | $60,156 | $58,208+3.3% | $81,812-26.5% | $80,856-25.6% |
| Participation rate | 37.9% | 63.4%-25.5pp | 72.3%-34.4pp | 67.6%-29.7pp |
| Annual return | 15.09% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $660 | $2,340-71.8% | $2,912-77.3% | $2,755-76.1% |
| Participant deferral / active EE | $1,933 | $3,281-41.1% | $4,319-55.2% | $4,296-55.0% |
| Admin fee / account holder | $13,801 | $4,981+177.1% | $7,386+86.9% | $6,918+99.5% |