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 | $57,712 | $78,672-26.6% | $109,143-47.1% | $85,850-32.8% |
| Participation rate | 22.4% | 68.3%-45.8pp | 75.9%-53.4pp | 69.3%-46.9pp |
| Annual return | 17.62% | 25.09%-7.5pp | 25.75%-8.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,146 | $2,735-58.1% | $3,722-69.2% | $2,565-55.3% |
| Participant deferral / active EE | $1,740 | $3,467-49.8% | $4,653-62.6% | $3,952-56.0% |
| Admin fee / account holder | $1,100 | $5,469-79.9% | $6,752-83.7% | $6,260-82.4% |