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 | $52,102 | $85,202-38.8% | $172,739-69.8% | $72,985-28.6% |
| Participation rate | 58.8% | 70.1%-11.2pp | 82.6%-23.8pp | 69.5%-10.7pp |
| Annual return | 22.35% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $624 | $3,324-81.2% | $5,143-87.9% | $2,440-74.4% |
| Participant deferral / active EE | $1,760 | $3,260-46.0% | $5,198-66.1% | $3,607-51.2% |
| Admin fee / account holder | $3,400 | $5,884-42.2% | $13,954-75.6% | $5,124-33.7% |