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 | $60,358 | $63,861-5.5% | $104,607-42.3% | $79,858-24.4% |
| Participation rate | 41.7% | 64.9%-23.3pp | 74.1%-32.4pp | 69.6%-28.0pp |
| Annual return | 15.21% | 21.30%-6.1pp | 340.46%-325.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $610 | $1,588-61.6% | $2,681-77.3% | $2,471-75.3% |
| Participant deferral / active EE | $997 | $2,693-63.0% | $3,740-73.4% | $3,740-73.4% |
| Admin fee / account holder | $3,887 | $4,185-7.1% | $6,473-39.9% | $5,306-26.7% |