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 | $68,951 | $105,931-34.9% | $81,930-15.8% | $158,922-56.6% |
| Participation rate | 59.1% | 75.6%-16.5pp | 72.0%-12.9pp | 82.0%-22.9pp |
| Annual return | 17.48% | 38.17%-20.7pp | 29.49%-12.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,359 | $7,800-82.6% | $4,310-68.5% | $4,761-71.5% |
| Participant deferral / active EE | $2,368 | $13,003-81.8% | $7,107-66.7% | $5,982-60.4% |
| Admin fee / account holder | $835 | $8,489-90.2% | $5,158-83.8% | $11,246-92.6% |