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 | $55,028 | $58,208-5.5% | $81,812-32.7% | $80,856-31.9% |
| Participation rate | 63.4% | 63.4%0pp | 72.3%-8.9pp | 67.6%-4.2pp |
| Annual return | 12.86% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $886 | $2,340-62.1% | $2,912-69.6% | $2,755-67.8% |
| Participant deferral / active EE | $2,677 | $3,281-18.4% | $4,319-38.0% | $4,296-37.7% |
| Admin fee / account holder | $2,489 | $4,981-50.0% | $7,386-66.3% | $6,918-64.0% |