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 | $59,335 | $169,032-64.9% | $129,207-54.1% | $145,922-59.3% |
| Participation rate | 27.8% | 76.4%-48.7pp | 69.6%-41.8pp | 80.3%-52.5pp |
| Annual return | 18.03% | 14330.11%-14312.1pp | 9417.33%-9399.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,283 | $5,537-76.8% | $4,153-69.1% | $4,660-72.5% |
| Participant deferral / active EE | $2,172 | $4,987-56.4% | $4,168-47.9% | $6,688-67.5% |
| Admin fee / account holder | $5,319 | $9,954-46.6% | $7,715-31.1% | $13,397-60.3% |