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 | $69,535 | $49,173+41.4% | $121,098-42.6% | $75,163-7.5% |
| Participation rate | 37.7% | 55.4%-17.7pp | 69.5%-31.8pp | 67.2%-29.5pp |
| Annual return | 14.56% | 55.99%-41.4pp | 985.75%-971.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $967 | $1,546-37.4% | $4,164-76.8% | $2,670-63.8% |
| Participant deferral / active EE | $2,352 | $2,628-10.5% | $4,080-42.4% | $4,125-43.0% |
| Admin fee / account holder | $2,153 | $3,942-45.4% | $5,644-61.9% | $5,651-61.9% |