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 | $57,638 | $155,788-63.0% | $124,672-53.8% | $167,490-65.6% |
| Participation rate | 68.4% | 81.1%-12.7pp | 74.6%-6.2pp | 82.1%-13.7pp |
| Annual return | 13.11% | 17.97%-4.9pp | 5142.93%-5129.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,502 | $4,163-63.9% | $3,324-54.8% | $4,837-69.0% |
| Participant deferral / active EE | $1,982 | $5,673-65.1% | $4,614-57.1% | $6,341-68.7% |
| Admin fee / account holder | $1,823 | $9,531-80.9% | $7,493-75.7% | $12,309-85.2% |