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 | $55,323 | $53,516+3.4% | $126,539-56.3% | $84,808-34.8% |
| Participation rate | 26.9% | 58.2%-31.3pp | 69.8%-42.9pp | 68.3%-41.4pp |
| Annual return | 17.10% | 58.34%-41.2pp | 425.95%-408.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $597 | $1,535-61.1% | $3,674-83.8% | $2,631-77.3% |
| Participant deferral / active EE | $1,716 | $2,671-35.8% | $4,083-58.0% | $4,212-59.3% |
| Admin fee / account holder | $1,904 | $4,497-57.7% | $6,065-68.6% | $7,344-74.1% |