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 | $62,056 | $99,652-37.7% | $78,778-21.2% | $147,584-58.0% |
| Participation rate | 35.7% | 76.2%-40.5pp | 69.2%-33.5pp | 82.8%-47.1pp |
| Annual return | 16.26% | 47.28%-31.0pp | 35.62%-19.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $756 | $2,796-72.9% | $1,986-61.9% | $4,876-84.5% |
| Participant deferral / active EE | $1,282 | $3,664-65.0% | $2,958-56.7% | $5,439-76.4% |
| Admin fee / account holder | $609 | $7,155-91.5% | $5,134-88.1% | $10,885-94.4% |