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 | $59,841 | $106,890-44.0% | $84,015-28.8% | $152,861-60.9% |
| Participation rate | 27.8% | 75.2%-47.5pp | 69.0%-41.2pp | 82.4%-54.7pp |
| Annual return | 21.24% | 104.99%-83.7pp | 71.31%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $826 | $2,734-69.8% | $1,983-58.4% | $4,762-82.7% |
| Participant deferral / active EE | $1,874 | $4,011-53.3% | $3,239-42.1% | $5,850-68.0% |
| Admin fee / account holder | $10,979 | $8,285+32.5% | $6,101+80.0% | $11,596-5.3% |