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 | $55,114 | $112,096-50.8% | $95,952-42.6% | $158,922-65.3% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 17.88% | 171.09%-153.2pp | 91.61%-73.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $743 | $3,198-76.8% | $2,541-70.7% | $4,761-84.4% |
| Participant deferral / active EE | $2,155 | $4,784-54.9% | $4,167-48.3% | $5,982-64.0% |
| Admin fee / account holder | $2,698 | $10,130-73.4% | $6,795-60.3% | $11,246-76.0% |