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 | $51,290 | $58,208-11.9% | $81,812-37.3% | $80,856-36.6% |
| Participation rate | 55.4% | 63.4%-8.1pp | 72.3%-17.0pp | 67.6%-12.3pp |
| Annual return | 11.08% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $463 | $2,340-80.2% | $2,912-84.1% | $2,755-83.2% |
| Participant deferral / active EE | $3,000 | $3,281-8.6% | $4,319-30.5% | $4,296-30.2% |
| Admin fee / account holder | $11,330 | $4,981+127.4% | $7,386+53.4% | $6,918+63.8% |