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 9-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 | $53,071 | $60,892-12.8% | $82,389-35.6% | $84,808-37.4% |
| Participation rate | 21.9% | 63.3%-41.3pp | 69.5%-47.6pp | 68.3%-46.4pp |
| Annual return | 97.86% | 37.29%+60.6pp | 28.67%+69.2pp | 40.90%+57.0pp |
| Employer contribution / active EE | $448 | $1,779-74.8% | $2,517-82.2% | $2,631-83.0% |
| Participant deferral / active EE | $1,275 | $3,179-59.9% | $4,155-69.3% | $4,212-69.7% |
| Admin fee / account holder | $2,489 | $5,467-54.5% | $7,231-65.6% | $7,344-66.1% |