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 | $59,212 | $74,888-20.9% | $71,209-16.8% | $142,382-58.4% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 16.69% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $429 | $2,854-85.0% | $2,721-84.2% | $4,299-90.0% |
| Participant deferral / active EE | $3,415 | $4,454-23.3% | $4,175-18.2% | $6,507-47.5% |
| Admin fee / account holder | $8,880 | $5,568+59.5% | $5,349+66.0% | $12,624-29.7% |