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 | $59,779 | $68,547-12.8% | $120,354-50.3% | $80,856-26.1% |
| Participation rate | 23.2% | 61.6%-38.4pp | 71.9%-48.7pp | 67.6%-44.4pp |
| Annual return | 15.88% | 23.60%-7.7pp | 107.15%-91.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $813 | $2,051-60.4% | $3,463-76.5% | $2,755-70.5% |
| Participant deferral / active EE | $1,138 | $3,173-64.1% | $4,991-77.2% | $4,296-73.5% |
| Admin fee / account holder | $3,601 | $5,732-37.2% | $9,423-61.8% | $6,918-48.0% |