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 | $53,258 | $103,376-48.5% | $87,100-38.9% | $152,861-65.2% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.9%-31.4pp | 82.4%-37.0pp |
| Annual return | 15.17% | 28.10%-12.9pp | 28.19%-13.0pp | 345.32%-330.2pp |
| Employer contribution / active EE | $967 | $3,220-70.0% | $2,521-61.7% | $4,762-79.7% |
| Participant deferral / active EE | $2,679 | $4,778-43.9% | $4,049-33.8% | $5,850-54.2% |
| Admin fee / account holder | $10,790 | $12,205-11.6% | $7,497+43.9% | $11,596-7.0% |