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 | $60,724 | $53,516+13.5% | $126,539-52.0% | $84,808-28.4% |
| Participation rate | 35.9% | 58.2%-22.3pp | 69.8%-33.9pp | 68.3%-32.4pp |
| Annual return | 21.70% | 58.34%-36.6pp | 425.95%-404.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $495 | $1,535-67.8% | $3,674-86.5% | $2,631-81.2% |
| Participant deferral / active EE | $1,912 | $2,671-28.4% | $4,083-53.2% | $4,212-54.6% |
| Admin fee / account holder | $2,511 | $4,497-44.2% | $6,065-58.6% | $7,344-65.8% |