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 | $61,069 | $99,020-38.3% | $86,590-29.5% | $147,584-58.6% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 10.83% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $933 | $3,132-70.2% | $2,839-67.1% | $4,876-80.9% |
| Participant deferral / active EE | $1,925 | $3,972-51.5% | $3,609-46.7% | $5,439-64.6% |
| Admin fee / account holder | $14,028 | $5,710+145.7% | $4,906+185.9% | $10,885+28.9% |