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 | $60,448 | $86,286-29.9% | $111,297-45.7% | $85,850-29.6% |
| Participation rate | 27.5% | 73.3%-45.8pp | 77.3%-49.8pp | 69.3%-41.8pp |
| Annual return | 13.60% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,303 | $2,043+61.7% | $2,731+20.9% | $2,565+28.8% |
| Participant deferral / active EE | $5,939 | $3,641+63.1% | $4,487+32.3% | $3,952+50.3% |
| Admin fee / account holder | $21,193 | $8,188+158.8% | $7,964+166.1% | $6,260+238.5% |