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 | $63,354 | $65,041-2.6% | $90,951-30.3% | $79,858-20.7% |
| Participation rate | 51.6% | 61.6%-10.0pp | 69.0%-17.4pp | 69.6%-18.0pp |
| Annual return | 18.58% | 30.45%-11.9pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $526 | $1,247-57.8% | $2,122-75.2% | $2,471-78.7% |
| Participant deferral / active EE | $4,068 | $2,512+62.0% | $3,373+20.6% | $3,740+8.8% |
| Admin fee / account holder | $974 | $4,536-78.5% | $5,959-83.7% | $5,306-81.7% |