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 | $61,542 | $57,541+7.0% | $95,745-35.7% | $75,163-18.1% |
| Participation rate | 41.0% | 62.5%-21.5pp | 72.3%-31.3pp | 67.2%-26.2pp |
| Annual return | 20.08% | 34.93%-14.8pp | 28.35%-8.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $598 | $1,808-66.9% | $2,835-78.9% | $2,670-77.6% |
| Participant deferral / active EE | $2,998 | $3,074-2.5% | $4,245-29.4% | $4,125-27.3% |
| Admin fee / account holder | $6,393 | $4,099+56.0% | $5,678+12.6% | $5,651+13.1% |