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 | $61,268 | $81,208-24.6% | $98,907-38.1% | $79,858-23.3% |
| Participation rate | 39.2% | 72.5%-33.3pp | 76.0%-36.8pp | 69.6%-30.4pp |
| Annual return | 10.29% | 60.99%-50.7pp | 196.43%-186.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,041 | $1,960-46.9% | $2,689-61.3% | $2,471-57.9% |
| Participant deferral / active EE | $1,656 | $3,265-49.3% | $4,244-61.0% | $3,740-55.7% |
| Admin fee / account holder | $13,770 | $6,013+129.0% | $6,642+107.3% | $5,306+159.5% |