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 | $52,887 | $48,795+8.4% | $65,493-19.2% | $84,808-37.6% |
| Participation rate | 32.1% | 67.0%-34.9pp | 73.1%-41.0pp | 68.3%-36.2pp |
| Annual return | 13.58% | 20.20%-6.6pp | 982.45%-968.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $348 | $1,930-82.0% | $2,574-86.5% | $2,631-86.8% |
| Participant deferral / active EE | $2,053 | $2,928-29.9% | $3,961-48.2% | $4,212-51.3% |
| Admin fee / account holder | $15,561 | $3,877+301.4% | $5,028+209.5% | $7,344+111.9% |