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 | $60,910 | $110,261-44.8% | $95,745-36.4% | $139,434-56.3% |
| Participation rate | 46.7% | 75.8%-29.1pp | 72.3%-25.6pp | 80.3%-33.7pp |
| Annual return | 31.84% | 27.11%+4.7pp | 28.35%+3.5pp | 372.94%-341.1pp |
| Employer contribution / active EE | $450 | $3,257-86.2% | $2,835-84.1% | $4,751-90.5% |
| Participant deferral / active EE | $1,497 | $4,676-68.0% | $4,245-64.7% | $6,710-77.7% |
| Admin fee / account holder | $438 | $6,613-93.4% | $5,678-92.3% | $11,403-96.2% |