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 | $53,097 | $48,795+8.8% | $65,493-18.9% | $84,808-37.4% |
| Participation rate | 32.8% | 67.0%-34.1pp | 73.1%-40.3pp | 68.3%-35.5pp |
| Annual return | 12.47% | 20.20%-7.7pp | 982.45%-970.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $686 | $1,930-64.5% | $2,574-73.4% | $2,631-73.9% |
| Participant deferral / active EE | $908 | $2,928-69.0% | $3,961-77.1% | $4,212-78.4% |
| Admin fee / account holder | $8,741 | $3,877+125.4% | $5,028+73.8% | $7,344+19.0% |