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 | $58,866 | $65,561-10.2% | $86,188-31.7% | $75,163-21.7% |
| Participation rate | 48.8% | 60.5%-11.7pp | 69.0%-20.2pp | 67.2%-18.4pp |
| Annual return | 12.72% | 46.05%-33.3pp | 1168.45%-1155.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,020 | $1,553-34.3% | $2,380-57.2% | $2,670-61.8% |
| Participant deferral / active EE | $1,652 | $3,024-45.4% | $3,985-58.5% | $4,125-60.0% |
| Admin fee / account holder | $849 | $5,474-84.5% | $6,852-87.6% | $5,651-85.0% |