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 | $65,309 | $124,281-47.5% | $109,143-40.2% | $167,490-61.0% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 11.84% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $821 | $4,207-80.5% | $3,722-77.9% | $4,837-83.0% |
| Participant deferral / active EE | $2,166 | $5,255-58.8% | $4,653-53.4% | $6,341-65.8% |
| Admin fee / account holder | $3,758 | $7,970-52.8% | $6,752-44.3% | $12,309-69.5% |