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 | $62,473 | $148,534-57.9% | $135,903-54.0% | $139,434-55.2% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 25.60% | 79.19%-53.6pp | 68.23%-42.6pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,329 | $5,243-55.6% | $4,856-52.0% | $4,751-51.0% |
| Participant deferral / active EE | $5,218 | $8,100-35.6% | $7,758-32.7% | $6,710-22.2% |
| Admin fee / account holder | $1,409 | $12,400-88.6% | $10,762-86.9% | $11,403-87.6% |