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 | $63,051 | $117,841-46.5% | $102,423-38.4% | $145,922-56.8% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 16.35% | 31.65%-15.3pp | 29.32%-13.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $939 | $3,615-74.0% | $3,023-69.0% | $4,660-79.9% |
| Participant deferral / active EE | $3,358 | $5,731-41.4% | $5,053-33.5% | $6,688-49.8% |
| Admin fee / account holder | $5,601 | $13,326-58.0% | $9,451-40.7% | $13,397-58.2% |