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 | $53,028 | $37,426+41.7% | $77,482-31.6% | $79,858-33.6% |
| Participation rate | 59.3% | 41.5%+17.8pp | 54.2%+5.1pp | 69.6%-10.4pp |
| Annual return | 14.79% | 39.70%-24.9pp | 54.79%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $326 | $637-48.8% | $986-67.0% | $2,471-86.8% |
| Participant deferral / active EE | $1,304 | $1,260+3.5% | $1,861-30.0% | $3,740-65.1% |
| Admin fee / account holder | $5,118 | $2,504+104.4% | $2,858+79.1% | $5,306-3.5% |