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 9-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 | $54,950 | $52,279+5.1% | $89,391-38.5% | $79,858-31.2% |
| Participation rate | 11.9% | 57.5%-45.6pp | 68.0%-56.1pp | 69.6%-57.7pp |
| Annual return | 19.24% | 22.16%-2.9pp | 245.62%-226.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $444 | $1,572-71.8% | $2,586-82.8% | $2,471-82.0% |
| Participant deferral / active EE | $1,016 | $2,740-62.9% | $3,890-73.9% | $3,740-72.8% |
| Admin fee / account holder | $822 | $3,356-75.5% | $4,881-83.2% | $5,306-84.5% |