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 | $49,215 | $109,982-55.3% | $97,226-49.4% | $145,922-66.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 18.24% | 242.90%-224.7pp | 75.13%-56.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $623 | $3,084-79.8% | $2,729-77.2% | $4,660-86.6% |
| Participant deferral / active EE | $806 | $4,676-82.8% | $4,264-81.1% | $6,688-87.9% |
| Admin fee / account holder | $555 | $6,221-91.1% | $5,654-90.2% | $13,397-95.9% |