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 | $58,670 | $116,175-49.5% | $93,606-37.3% | $152,861-61.6% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 17.91% | 35.96%-18.0pp | 32.76%-14.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $837 | $3,218-74.0% | $2,718-69.2% | $4,762-82.4% |
| Participant deferral / active EE | $1,472 | $4,603-68.0% | $4,069-63.8% | $5,850-74.8% |
| Admin fee / account holder | $791 | $10,748-92.6% | $7,888-90.0% | $11,596-93.2% |