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 | $65,844 | $77,314-14.8% | $177,989-63.0% | $80,856-18.6% |
| Participation rate | 34.8% | 65.7%-30.9pp | 77.1%-42.3pp | 67.6%-32.9pp |
| Annual return | 11.33% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $974 | $2,292-57.5% | $3,949-75.3% | $2,755-64.6% |
| Participant deferral / active EE | $1,911 | $4,411-56.7% | $6,276-69.5% | $4,296-55.5% |
| Admin fee / account holder | $2,639 | $7,191-63.3% | $10,363-74.5% | $6,918-61.9% |