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 | $35,649 | $53,127-32.9% | $86,590-58.8% | $70,131-49.2% |
| Participation rate | 64.6% | 65.3%-0.7pp | 73.5%-9.0pp | 69.5%-5.0pp |
| Annual return | 19.01% | 27.66%-8.6pp | 964.84%-945.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $353 | $2,068-82.9% | $2,839-87.6% | $2,342-84.9% |
| Participant deferral / active EE | $2,136 | $2,696-20.8% | $3,609-40.8% | $3,332-35.9% |
| Admin fee / account holder | $1,074 | $3,585-70.1% | $4,906-78.1% | $4,645-76.9% |