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 | $66,116 | $49,922+32.4% | $80,569-17.9% | $75,163-12.0% |
| Participation rate | 44.2% | 55.3%-11.1pp | 67.0%-22.8pp | 67.2%-23.0pp |
| Annual return | 16.63% | 34.69%-18.1pp | 935.43%-918.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $644 | $1,698-62.1% | $2,723-76.4% | $2,670-75.9% |
| Participant deferral / active EE | $1,515 | $2,990-49.3% | $4,447-65.9% | $4,125-63.3% |
| Admin fee / account holder | $378 | $3,577-89.4% | $5,377-93.0% | $5,651-93.3% |