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 | $62,044 | $80,724-23.1% | $103,333-40.0% | $74,495-16.7% |
| Participation rate | 50.4% | 65.7%-15.3pp | 74.5%-24.1pp | 67.2%-16.8pp |
| Annual return | 12.69% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $814 | $3,157-74.2% | $3,868-79.0% | $2,623-69.0% |
| Participant deferral / active EE | $2,649 | $3,860-31.4% | $5,057-47.6% | $4,346-39.0% |
| Admin fee / account holder | $4,045 | $2,368+70.8% | $8,355-51.6% | $1,942+108.3% |