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 | $64,764 | $158,398-59.1% | $126,539-48.8% | $142,382-54.5% |
| Participation rate | 31.6% | 75.8%-44.2pp | 69.8%-38.2pp | 80.1%-48.5pp |
| Annual return | 20.21% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $882 | $4,650-81.0% | $3,674-76.0% | $4,299-79.5% |
| Participant deferral / active EE | $2,613 | $4,767-45.2% | $4,083-36.0% | $6,507-59.8% |
| Admin fee / account holder | $414 | $6,918-94.0% | $6,065-93.2% | $12,624-96.7% |