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 | $56,126 | $58,208-3.6% | $81,812-31.4% | $80,856-30.6% |
| Participation rate | 36.0% | 63.4%-27.4pp | 72.3%-36.3pp | 67.6%-31.6pp |
| Annual return | 16.05% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $353 | $2,340-84.9% | $2,912-87.9% | $2,755-87.2% |
| Participant deferral / active EE | $936 | $3,281-71.5% | $4,319-78.3% | $4,296-78.2% |
| Admin fee / account holder | $1,842 | $4,981-63.0% | $7,386-75.1% | $6,918-73.4% |