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 | $58,046 | $118,849-51.2% | $96,562-39.9% | $167,490-65.3% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 13.67% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,332 | $3,120-57.3% | $2,356-43.5% | $4,837-72.5% |
| Participant deferral / active EE | $2,814 | $4,616-39.0% | $3,849-26.9% | $6,341-55.6% |
| Admin fee / account holder | $444 | $8,065-94.5% | $6,181-92.8% | $12,309-96.4% |