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 | $59,536 | $74,888-20.5% | $71,209-16.4% | $142,382-58.2% |
| Participation rate | 36.8% | 76.2%-39.4pp | 73.8%-36.9pp | 80.1%-43.3pp |
| Annual return | 16.65% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,090 | $2,854-61.8% | $2,721-60.0% | $4,299-74.7% |
| Participant deferral / active EE | $2,892 | $4,454-35.1% | $4,175-30.7% | $6,507-55.6% |
| Admin fee / account holder | $493 | $5,568-91.2% | $5,349-90.8% | $12,624-96.1% |