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 | $63,541 | $117,983-46.1% | $101,794-37.6% | $142,382-55.4% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.2%-39.2pp | 80.1%-50.1pp |
| Annual return | 15.41% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $565 | $2,773-79.6% | $2,289-75.3% | $4,299-86.9% |
| Participant deferral / active EE | $1,299 | $4,714-72.4% | $4,084-68.2% | $6,507-80.0% |
| Admin fee / account holder | $29,206 | $10,433+179.9% | $8,777+232.8% | $12,624+131.4% |