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 | $57,439 | $59,101-2.8% | $77,163-25.6% | $75,163-23.6% |
| Participation rate | 45.5% | 63.9%-18.4pp | 69.6%-24.1pp | 67.2%-21.7pp |
| Annual return | 20.35% | 26.71%-6.4pp | 37.87%-17.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $702 | $1,995-64.8% | $2,535-72.3% | $2,670-73.7% |
| Participant deferral / active EE | $1,605 | $2,999-46.5% | $3,833-58.1% | $4,125-61.1% |
| Admin fee / account holder | $6,535 | $4,774+36.9% | $5,472+19.4% | $5,651+15.6% |