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 | $58,824 | $101,317-41.9% | $146,958-60.0% | $74,495-21.0% |
| Participation rate | 69.0% | 75.5%-6.5pp | 82.2%-13.1pp | 67.2%+1.8pp |
| Annual return | 14.48% | 8730.91%-8716.4pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,106 | $3,810-71.0% | $4,933-77.6% | $2,623-57.8% |
| Participant deferral / active EE | $5,556 | $7,303-23.9% | $8,070-31.2% | $4,346+27.8% |
| Admin fee / account holder | $9,064 | $1,739+421.2% | $12,998-30.3% | $1,942+366.8% |