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 | $64,600 | $117,983-45.2% | $101,794-36.5% | $142,382-54.6% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.2%-11.3pp | 80.1%-22.2pp |
| Annual return | 12.37% | 36.92%-24.5pp | 30.53%-18.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,143 | $2,773-58.8% | $2,289-50.1% | $4,299-73.4% |
| Participant deferral / active EE | $1,766 | $4,714-62.5% | $4,084-56.8% | $6,507-72.9% |
| Admin fee / account holder | $38,384 | $10,433+267.9% | $8,777+337.3% | $12,624+204.1% |