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 8-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 | $56,113 | $77,314-27.4% | $177,989-68.5% | $80,856-30.6% |
| Participation rate | 46.4% | 65.7%-19.3pp | 77.1%-30.7pp | 67.6%-21.3pp |
| Annual return | 11.82% | 18.09%-6.3pp | 294.48%-282.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $790 | $2,292-65.5% | $3,949-80.0% | $2,755-71.3% |
| Participant deferral / active EE | $5,854 | $4,411+32.7% | $6,276-6.7% | $4,296+36.3% |
| Admin fee / account holder | $20,241 | $7,191+181.5% | $10,363+95.3% | $6,918+192.6% |