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 | $51,228 | $133,922-61.7% | $116,228-55.9% | $142,382-64.0% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.6%-36.1pp | 80.1%-41.7pp |
| Annual return | 12.57% | 147.76%-135.2pp | 90.06%-77.5pp | 217.08%-204.5pp |
| Employer contribution / active EE | $681 | $3,446-80.2% | $2,994-77.3% | $4,299-84.2% |
| Participant deferral / active EE | $3,014 | $5,672-46.9% | $4,953-39.1% | $6,507-53.7% |
| Admin fee / account holder | $27,543 | $14,945+84.3% | $11,989+129.7% | $12,624+118.2% |