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 | $59,473 | $58,208+2.2% | $81,812-27.3% | $80,856-26.4% |
| Participation rate | 38.1% | 63.4%-25.3pp | 72.3%-34.2pp | 67.6%-29.5pp |
| Annual return | 15.80% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $537 | $2,340-77.0% | $2,912-81.6% | $2,755-80.5% |
| Participant deferral / active EE | $867 | $3,281-73.6% | $4,319-79.9% | $4,296-79.8% |
| Admin fee / account holder | $936 | $4,981-81.2% | $7,386-87.3% | $6,918-86.5% |