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 | $55,527 | $54,705+1.5% | $71,209-22.0% | $84,808-34.5% |
| Participation rate | 39.3% | 64.1%-24.8pp | 73.8%-34.5pp | 68.3%-29.0pp |
| Annual return | 14.65% | 35.90%-21.2pp | 282.51%-267.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $619 | $2,158-71.3% | $2,721-77.3% | $2,631-76.5% |
| Participant deferral / active EE | $1,052 | $3,030-65.3% | $4,175-74.8% | $4,212-75.0% |
| Admin fee / account holder | $8,891 | $4,863+82.8% | $5,349+66.2% | $7,344+21.1% |