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 | $59,194 | $144,119-58.9% | $117,854-49.8% | $147,584-59.9% |
| Participation rate | 30.0% | 83.4%-53.4pp | 79.7%-49.7pp | 82.8%-52.8pp |
| Annual return | 15.50% | 531.15%-515.6pp | 335.08%-319.6pp | 578.55%-563.0pp |
| Employer contribution / active EE | $882 | $4,896-82.0% | $3,786-76.7% | $4,876-81.9% |
| Participant deferral / active EE | $3,058 | $5,316-42.5% | $4,482-31.8% | $5,439-43.8% |
| Admin fee / account holder | $10,055 | $10,886-7.6% | $8,020+25.4% | $10,885-7.6% |