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 | $64,625 | $126,574-48.9% | $106,213-39.2% | $145,922-55.7% |
| Participation rate | 58.8% | 77.6%-18.8pp | 75.3%-16.5pp | 80.3%-21.5pp |
| Annual return | 8.93% | 224.79%-215.9pp | 116.14%-107.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,056 | $3,730-71.7% | $3,171-66.7% | $4,660-77.3% |
| Participant deferral / active EE | $2,112 | $5,724-63.1% | $5,016-57.9% | $6,688-68.4% |
| Admin fee / account holder | $1,363 | $17,304-92.1% | $11,033-87.6% | $13,397-89.8% |