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 | $58,387 | $55,415+5.4% | $155,509-62.5% | $74,495-21.6% |
| Participation rate | 38.7% | 61.9%-23.2pp | 78.2%-39.5pp | 67.2%-28.5pp |
| Annual return | 13.80% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,069 | $2,267-52.9% | $4,672-77.1% | $2,623-59.3% |
| Participant deferral / active EE | $2,069 | $2,836-27.1% | $5,626-63.2% | $4,346-52.4% |
| Admin fee / account holder | $7,265 | $1,738+317.9% | $15,912-54.3% | $1,942+274.1% |