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 | $68,620 | $30,400+125.7% | $53,898+27.3% | $84,808-19.1% |
| Participation rate | 30.8% | 46.4%-15.7pp | 55.0%-24.2pp | 68.3%-37.5pp |
| Annual return | 17.27% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $271 | $603-55.1% | $932-70.9% | $2,631-89.7% |
| Participant deferral / active EE | $1,570 | $1,199+31.0% | $1,826-14.1% | $4,212-62.7% |
| Admin fee / account holder | $1,592 | $1,993-20.1% | $2,491-36.1% | $7,344-78.3% |