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 | $54,380 | $71,050-23.5% | $93,606-41.9% | $80,856-32.7% |
| Participation rate | 60.7% | 60.4%+0.2pp | 68.7%-8.1pp | 67.6%-7.0pp |
| Annual return | 11.19% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $409 | $1,564-73.8% | $2,420-83.1% | $2,755-85.1% |
| Participant deferral / active EE | $2,065 | $4,034-48.8% | $4,411-53.2% | $4,296-51.9% |
| Admin fee / account holder | $20,696 | $6,945+198.0% | $8,285+149.8% | $6,918+199.2% |