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 | $60,375 | $176,377-65.8% | $134,143-55.0% | $158,922-62.0% |
| Participation rate | 58.8% | 78.7%-19.9pp | 72.2%-13.3pp | 82.0%-23.1pp |
| Annual return | 13.07% | 63.63%-50.6pp | 36.33%-23.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $809 | $5,040-84.0% | $3,704-78.2% | $4,761-83.0% |
| Participant deferral / active EE | $2,605 | $4,091-36.3% | $3,499-25.5% | $5,982-56.4% |
| Admin fee / account holder | $4,562 | $8,718-47.7% | $6,684-31.7% | $11,246-59.4% |