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 | $60,748 | $88,083-31.0% | $164,813-63.1% | $74,495-18.5% |
| Participation rate | 45.9% | 73.0%-27.1pp | 78.6%-32.7pp | 67.2%-21.3pp |
| Annual return | 13.36% | 17.26%-3.9pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,145 | $2,593-55.8% | $4,341-73.6% | $2,623-56.3% |
| Participant deferral / active EE | $3,534 | $4,498-21.4% | $6,031-41.4% | $4,346-18.7% |
| Admin fee / account holder | $1,582 | $2,234-29.2% | $12,690-87.5% | $1,942-18.5% |