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 | $66,807 | $165,912-59.7% | $122,332-45.4% | $147,584-54.7% |
| Participation rate | 21.4% | 79.6%-58.1pp | 71.6%-50.2pp | 82.8%-61.4pp |
| Annual return | 13.15% | 34.55%-21.4pp | 30.27%-17.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,087 | $5,754-81.1% | $4,050-73.2% | $4,876-77.7% |
| Participant deferral / active EE | $983 | $4,005-75.5% | $3,287-70.1% | $5,439-81.9% |
| Admin fee / account holder | $628 | $7,424-91.5% | $5,478-88.5% | $10,885-94.2% |