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 | $53,440 | $64,839-17.6% | $95,585-44.1% | $84,808-37.0% |
| Participation rate | 41.1% | 63.8%-22.7pp | 72.1%-31.0pp | 68.3%-27.2pp |
| Annual return | 14.89% | -670.96%+685.9pp | 38.56%-23.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $887 | $1,759-49.6% | $2,527-64.9% | $2,631-66.3% |
| Participant deferral / active EE | $1,128 | $2,965-61.9% | $4,023-71.9% | $4,212-73.2% |
| Admin fee / account holder | $5,236 | $5,964-12.2% | $6,127-14.5% | $7,344-28.7% |