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 | $58,626 | $69,977-16.2% | $108,579-46.0% | $62,891-6.8% |
| Participation rate | 60.6% | 72.9%-12.3pp | 79.6%-19.0pp | 69.3%-8.7pp |
| Annual return | 5.01% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $660 | $2,135-69.1% | $3,758-82.4% | $2,281-71.1% |
| Participant deferral / active EE | $2,654 | $3,165-16.1% | $4,311-38.4% | $3,203-17.1% |
| Admin fee / account holder | $3,417 | $5,076-32.7% | $7,645-55.3% | $4,296-20.5% |