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 5-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 | $56,690 | $78,103-27.4% | $289,028-80.4% | $116,875-51.5% |
| Participation rate | 16.7% | 69.5%-52.8pp | 78.0%-61.3pp | 74.5%-57.9pp |
| Annual return | 16.12% | 15.26%+0.9pp | 243.94%-227.8pp | 16.29%-0.2pp |
| Employer contribution / active EE | $945 | $2,718-65.2% | $6,326-85.1% | $3,288-71.3% |
| Participant deferral / active EE | $1,922 | $2,921-34.2% | $4,804-60.0% | $3,885-50.5% |
| Admin fee / account holder | $1,716 | $8,683-80.2% | $14,050-87.8% | $12,263-86.0% |