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 | $53,424 | $70,669-24.4% | $169,368-68.5% | $75,163-28.9% |
| Participation rate | 60.0% | 64.8%-4.8pp | 77.1%-17.1pp | 67.2%-7.2pp |
| Annual return | 21.50% | 36.36%-14.9pp | 405.60%-384.1pp | 160.62%-139.1pp |
| Employer contribution / active EE | $805 | $2,211-63.6% | $4,013-79.9% | $2,670-69.8% |
| Participant deferral / active EE | $1,513 | $4,311-64.9% | $6,221-75.7% | $4,125-63.3% |
| Admin fee / account holder | $1,083 | $5,402-79.9% | $9,003-88.0% | $5,651-80.8% |