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 | $64,747 | $31,310+106.8% | $53,898+20.1% | $74,304-12.9% |
| Participation rate | 25.8% | 30.7%-4.9pp | 55.0%-29.2pp | 60.3%-34.6pp |
| Annual return | 15.33% | 23.16%-7.8pp | 528.60%-513.3pp | 29.43%-14.1pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,101 | $934+17.9% | $1,826-39.7% | $3,767-70.8% |
| Admin fee / account holder | $2,078 | $2,175-4.5% | $2,491-16.6% | $2,969-30.0% |