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 | $62,295 | $64,839-3.9% | $95,585-34.8% | $84,808-26.5% |
| Participation rate | 56.9% | 63.8%-6.9pp | 72.1%-15.2pp | 68.3%-11.4pp |
| Annual return | 19.94% | -670.96%+690.9pp | 38.56%-18.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $880 | $1,759-50.0% | $2,527-65.2% | $2,631-66.6% |
| Participant deferral / active EE | $3,790 | $2,965+27.8% | $4,023-5.8% | $4,212-10.0% |
| Admin fee / account holder | $1,896 | $5,964-68.2% | $6,127-69.1% | $7,344-74.2% |