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 | $56,803 | $100,773-43.6% | $88,946-36.1% | $142,382-60.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 17.40% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $914 | $2,918-68.7% | $2,555-64.2% | $4,299-78.7% |
| Participant deferral / active EE | $2,606 | $5,230-50.2% | $4,581-43.1% | $6,507-60.0% |
| Admin fee / account holder | $1,203 | $9,693-87.6% | $8,261-85.4% | $12,624-90.5% |