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 | $68,523 | $70,428-2.7% | $96,562-29.0% | $85,850-20.2% |
| Participation rate | 36.5% | 61.8%-25.3pp | 69.8%-33.3pp | 69.3%-32.8pp |
| Annual return | 14.66% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $267 | $1,413-81.1% | $2,356-88.7% | $2,565-89.6% |
| Participant deferral / active EE | $1,574 | $2,894-45.6% | $3,849-59.1% | $3,952-60.2% |
| Admin fee / account holder | $11,251 | $4,997+125.2% | $6,181+82.0% | $6,260+79.7% |